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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 | $56,155 | $105,210-46.6% | $159,487-64.8% | $85,851-34.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -0.84% | 45.08%-45.9pp | 263.71%-264.5pp | 318.63%-319.5pp |
| Employer contribution / active EE | $1,524 | $3,319-54.1% | $4,831-68.5% | $2,565-40.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $448 | $6,934-93.5% | $10,804-95.9% | $6,261-92.8% |