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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 | $46,085 | $103,008-55.3% | $90,304-49.0% | $152,897-69.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -5.83% | 95.22%-101.1pp | 78.13%-84.0pp | 345.43%-351.3pp |
| Employer contribution / active EE | $1,550 | $3,139-50.6% | $2,855-45.7% | $4,764-67.5% |
| Participant deferral / active EE | $1,730 | $4,281-59.6% | $3,885-55.5% | $5,851-70.4% |
| Admin fee / account holder | $545 | $6,175-91.2% | $5,354-89.8% | $11,599-95.3% |