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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 | $18,908 | $88,603-78.7% | $69,890-72.9% | $134,545-85.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.81% | 442.93%-464.7pp | 190.84%-212.6pp | 418.37%-440.2pp |
| Employer contribution / active EE | $1,969 | $3,236-39.2% | $2,560-23.1% | $4,742-58.5% |
| Participant deferral / active EE | $1,375 | $4,771-71.2% | $3,848-64.3% | $6,401-78.5% |
| Admin fee / account holder | $416 | $10,443-96.0% | $6,267-93.4% | $11,431-96.4% |