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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,133 | $88,778+30.8% | $81,844+41.9% | $145,884-20.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | -9.53% | 1033.03%-1042.6pp | 778.87%-788.4pp | 551.85%-561.4pp |
| Employer contribution / active EE | $556 | $3,087-82.0% | $2,916-81.0% | $4,662-88.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $446 | $8,430-94.7% | $7,355-93.9% | $13,392-96.7% |