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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 | $7,317 | $76,522-90.4% | $56,033-86.9% | $145,884-95.0% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -15.65% | 3014.28%-3029.9pp | 1711.38%-1727.0pp | 551.85%-567.5pp |
| Employer contribution / active EE | $92 | $1,382-93.4% | $1,041-91.2% | $4,662-98.0% |
| Participant deferral / active EE | $1,560 | $2,624-40.5% | $1,954-20.2% | $6,690-76.7% |
| Admin fee / account holder | $2,073 | $3,328-37.7% | $2,827-26.7% | $13,392-84.5% |