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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 | $31,453 | $135,645-76.8% | $110,243-71.5% | $135,379-76.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.18% | 513.24%-527.4pp | 314.76%-328.9pp | 519.79%-534.0pp |
| Employer contribution / active EE | $1,421 | $4,907-71.0% | $3,827-62.9% | $4,779-70.3% |
| Participant deferral / active EE | $3,245 | $5,507-41.1% | $4,672-30.6% | $5,609-42.2% |
| Admin fee / account holder | $2,465 | $11,458-78.5% | $8,548-71.2% | $10,828-77.2% |