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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 | $31,167 | $109,411-71.5% | $89,435-65.2% | $158,982-80.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.32% | 345.68%-349.0pp | 245.55%-248.9pp | 302.99%-306.3pp |
| Employer contribution / active EE | $3,174 | $3,1730% | $2,587+22.7% | $4,763-33.4% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $347 | $6,159-94.4% | $4,884-92.9% | $11,252-96.9% |