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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 | $33,418 | $105,210-68.2% | $159,487-79.0% | $85,851-61.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.1pp | 69.3%+28.6pp |
| Annual return | -3.33% | 45.08%-48.4pp | 263.71%-267.0pp | 318.63%-322.0pp |
| Employer contribution / active EE | $1,264 | $3,319-61.9% | $4,831-73.8% | $2,565-50.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $558 | $6,934-92.0% | $10,804-94.8% | $6,261-91.1% |