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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 | $44,840 | $112,121-60.0% | $95,960-53.3% | $158,966-71.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -2.18% | 171.16%-173.3pp | 91.63%-93.8pp | 302.95%-305.1pp |
| Employer contribution / active EE | $1,293 | $3,199-59.6% | $2,541-49.1% | $4,762-72.8% |
| Participant deferral / active EE | $4,650 | $4,784-2.8% | $4,167+11.6% | $5,983-22.3% |
| Admin fee / account holder | $12,694 | $10,135+25.3% | $6,797+86.8% | $11,250+12.8% |