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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 | $20,762 | $138,102-85.0% | $125,381-83.4% | $134,532-84.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.42% | 750.73%-775.1pp | 572.31%-596.7pp | 418.27%-442.7pp |
| Employer contribution / active EE | $1,081 | $5,245-79.4% | $4,815-77.5% | $4,741-77.2% |
| Participant deferral / active EE | $4,128 | $7,801-47.1% | $7,448-44.6% | $6,401-35.5% |
| Admin fee / account holder | $2,778 | $11,568-76.0% | $10,007-72.2% | $11,429-75.7% |