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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 | $57,334 | $103,000-44.3% | $90,300-36.5% | $152,885-62.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | -0.51% | 95.19%-95.7pp | 78.11%-78.6pp | 345.39%-345.9pp |
| Employer contribution / active EE | $1,112 | $3,138-64.6% | $2,854-61.0% | $4,763-76.6% |
| Participant deferral / active EE | $2,106 | $4,281-50.8% | $3,884-45.8% | $5,851-64.0% |
| Admin fee / account holder | $1,013 | $6,173-83.6% | $5,353-81.1% | $11,598-91.3% |