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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 | $18,259 | $100,938-81.9% | $90,461-79.8% | $158,982-88.5% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | -1.46% | 1727.20%-1728.7pp | 1294.76%-1296.2pp | 302.99%-304.5pp |
| Employer contribution / active EE | $2,155 | $3,691-41.6% | $3,264-34.0% | $4,763-54.8% |
| Participant deferral / active EE | $4,579 | $4,350+5.3% | $3,964+15.5% | $5,983-23.5% |
| Admin fee / account holder | $2,156 | $6,510-66.9% | $5,617-61.6% | $11,252-80.8% |