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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 | $25,590 | $138,102-81.5% | $125,381-79.6% | $134,532-81.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -31.84% | 750.73%-782.6pp | 572.31%-604.1pp | 418.27%-450.1pp |
| Employer contribution / active EE | $1,613 | $5,245-69.2% | $4,815-66.5% | $4,741-66.0% |
| Participant deferral / active EE | $10,797 | $7,801+38.4% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $2,888 | $11,568-75.0% | $10,007-71.1% | $11,429-74.7% |