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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 | $22,301 | $107,368-79.2% | $92,915-76.0% | $152,909-85.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -10.81% | 145.64%-156.4pp | 109.45%-120.3pp | 345.46%-356.3pp |
| Employer contribution / active EE | $3,250 | $4,222-23.0% | $3,653-11.0% | $4,764-31.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,604 | $7,082-77.3% | $5,796-72.3% | $11,601-86.2% |