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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 | $33,686 | $202,463-83.4% | $169,397-80.1% | $139,487-75.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -6.47% | 532.64%-539.1pp | 406.23%-412.7pp | 373.84%-380.3pp |
| Employer contribution / active EE | $1,562 | $4,694-66.7% | $4,013-61.1% | $4,755-67.1% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $543 | $10,726-94.9% | $9,017-94.0% | $11,407-95.2% |