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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 | $15,052 | $99,647-84.9% | $86,439-82.6% | $134,509-88.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.5pp |
| Annual return | -22.10% | 6784.13%-6806.2pp | 4395.55%-4417.7pp | 418.13%-440.2pp |
| Employer contribution / active EE | $982 | $4,401-77.7% | $3,769-74.0% | $4,741-79.3% |
| Participant deferral / active EE | $5,214 | $7,246-28.1% | $6,952-25.0% | $6,400-18.5% |
| Admin fee / account holder | $376 | $8,373-95.5% | $6,732-94.4% | $11,427-96.7% |