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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 | $50,091 | $180,466-72.2% | $154,114-67.5% | $135,382-63.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -13.36% | 888.15%-901.5pp | 735.16%-748.5pp | 519.77%-533.1pp |
| Employer contribution / active EE | $1,352 | $6,035-77.6% | $5,298-74.5% | $4,779-71.7% |
| Participant deferral / active EE | $6,247 | $5,806+7.6% | $5,081+22.9% | $5,609+11.4% |
| Admin fee / account holder | $664 | $16,144-95.9% | $13,411-95.0% | $10,829-93.9% |