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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 | $24,588 | $160,070-84.6% | $147,117-83.3% | $145,897-83.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | -1.45% | 98.69%-100.1pp | 420.54%-422.0pp | 552.29%-553.7pp |
| Employer contribution / active EE | $2,133 | $5,285-59.6% | $4,932-56.8% | $4,663-54.2% |
| Participant deferral / active EE | $3,495 | $8,419-58.5% | $8,065-56.7% | $6,689-47.7% |
| Admin fee / account holder | $2,604 | $15,035-82.7% | $12,993-80.0% | $13,390-80.6% |