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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 | $33,230 | $160,028-79.2% | $147,080-77.4% | $145,884-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -3.83% | 98.60%-102.4pp | 420.17%-424.0pp | 551.85%-555.7pp |
| Employer contribution / active EE | $4,414 | $5,286-16.5% | $4,933-10.5% | $4,662-5.3% |
| Participant deferral / active EE | $8,450 | $8,422+0.3% | $8,066+4.8% | $6,690+26.3% |
| Admin fee / account holder | $4,827 | $15,030-67.9% | $12,989-62.8% | $13,392-64.0% |