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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 | $19,224 | $138,102-86.1% | $125,381-84.7% | $134,532-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.84% | 750.73%-781.6pp | 572.31%-603.1pp | 418.27%-449.1pp |
| Employer contribution / active EE | $1,587 | $5,245-69.7% | $4,815-67.0% | $4,741-66.5% |
| Participant deferral / active EE | $4,553 | $7,801-41.6% | $7,448-38.9% | $6,401-28.9% |
| Admin fee / account holder | $934 | $11,568-91.9% | $10,007-90.7% | $11,429-91.8% |