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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 | $30,131 | $92,743-67.5% | $82,744-63.6% | $134,532-77.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -25.65% | 946.63%-972.3pp | 702.22%-727.9pp | 418.27%-443.9pp |
| Employer contribution / active EE | $1,897 | $3,273-42.1% | $3,008-37.0% | $4,741-60.0% |
| Participant deferral / active EE | $13,534 | $4,802+181.9% | $4,395+208.0% | $6,401+111.4% |
| Admin fee / account holder | $1,995 | $5,977-66.6% | $5,325-62.5% | $11,429-82.5% |