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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 | $20,822 | $90,504-77.0% | $78,690-73.5% | $273,965-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -5.48% | 75.61%-81.1pp | 62.18%-67.7pp | 41.45%-46.9pp |
| Employer contribution / active EE | $634 | $3,176-80.1% | $2,851-77.8% | $4,869-87.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $789 | $5,263-85.0% | $4,511-82.5% | $10,132-92.2% |