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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 | $28,050 | $197,819-85.8% | $155,789-82.0% | $125,389-77.6% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -5.15% | 86.73%-91.9pp | 71.54%-76.7pp | 282.24%-287.4pp |
| Employer contribution / active EE | $1,813 | $4,850-62.6% | $3,839-52.8% | $4,866-62.7% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,231 | $9,544-87.1% | $7,477-83.5% | $9,541-87.1% |