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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 | $22,923 | $142,354-83.9% | $125,529-81.7% | $155,188-85.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | -15.32% | 306.06%-321.4pp | 202.56%-217.9pp | 148.84%-164.2pp |
| Employer contribution / active EE | $811 | $3,501-76.9% | $3,058-73.5% | $4,248-80.9% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,858 | $19,392-80.1% | $16,298-76.3% | $14,480-73.4% |