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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 | $17,417 | $121,701-85.7% | $104,639-83.4% | $158,982-89.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -13.14% | 465.72%-478.9pp | 340.67%-353.8pp | 302.99%-316.1pp |
| Employer contribution / active EE | $3,361 | $3,165+6.2% | $2,682+25.3% | $4,763-29.4% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,357 | $7,778-82.5% | $6,465-79.0% | $11,252-87.9% |