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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 | $31,953 | $138,075-76.9% | $123,552-74.1% | $135,379-76.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.51% | 153.70%-167.2pp | 119.20%-132.7pp | 519.79%-533.3pp |
| Employer contribution / active EE | $1,344 | $5,152-73.9% | $4,628-71.0% | $4,779-71.9% |
| Participant deferral / active EE | $2,710 | $6,800-60.1% | $6,426-57.8% | $5,609-51.7% |
| Admin fee / account holder | $588 | $10,917-94.6% | $9,285-93.7% | $10,828-94.6% |