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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 | $30,831 | $82,630-62.7% | $64,105-51.9% | $125,389-75.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.01% | 1489.72%-1494.7pp | 791.24%-796.3pp | 282.24%-287.3pp |
| Employer contribution / active EE | $2,265 | $2,671-15.2% | $1,820+24.4% | $4,866-53.5% |
| Participant deferral / active EE | $2,338 | $3,608-35.2% | $2,822-17.1% | $5,352-56.3% |
| Admin fee / account holder | $3,681 | $6,382-42.3% | $4,499-18.2% | $9,541-61.4% |