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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 | $23,131 | $138,114-83.3% | $125,391-81.6% | $134,545-82.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.97% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $2,990 | $5,246-43.0% | $4,816-37.9% | $4,742-37.0% |
| Participant deferral / active EE | $5,535 | $7,801-29.0% | $7,448-25.7% | $6,401-13.5% |
| Admin fee / account holder | $3,016 | $11,570-73.9% | $10,009-69.9% | $11,431-73.6% |