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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 | $21,639 | $160,070-86.5% | $147,117-85.3% | $145,897-85.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | -1.14% | 98.69%-99.8pp | 420.54%-421.7pp | 552.29%-553.4pp |
| Employer contribution / active EE | $2,778 | $5,285-47.4% | $4,932-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,194 | $15,035-92.1% | $12,993-90.8% | $13,390-91.1% |