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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 | $41,177 | $148,623-72.3% | $135,974-69.7% | $139,466-70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -11.58% | 79.30%-90.9pp | 68.30%-79.9pp | 373.66%-385.2pp |
| Employer contribution / active EE | $3,333 | $5,246-36.5% | $4,859-31.4% | $4,754-29.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,000 | $12,406-59.7% | $10,767-53.6% | $11,409-56.2% |