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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 | $26,723 | $103,038-74.1% | $90,324-70.4% | $152,909-82.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -0.29% | 95.25%-95.5pp | 78.15%-78.4pp | 345.46%-345.8pp |
| Employer contribution / active EE | $1,396 | $3,141-55.5% | $2,856-51.1% | $4,764-70.7% |
| Participant deferral / active EE | $1,024 | $4,282-76.1% | $3,885-73.6% | $5,851-82.5% |
| Admin fee / account holder | $2,509 | $6,177-59.4% | $5,356-53.2% | $11,601-78.4% |