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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 | $23,763 | $138,102-82.8% | $125,381-81.0% | $134,532-82.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.02% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,079 | $5,245-41.3% | $4,815-36.1% | $4,741-35.1% |
| Participant deferral / active EE | $6,888 | $7,801-11.7% | $7,448-7.5% | $6,401+7.6% |
| Admin fee / account holder | $7,890 | $11,568-31.8% | $10,007-21.2% | $11,429-31.0% |