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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 | $26,972 | $160,040-83.1% | $147,096-81.7% | $145,877-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -4.80% | 98.49%-103.3pp | 419.75%-424.5pp | 551.28%-556.1pp |
| Employer contribution / active EE | $4,576 | $5,289-13.5% | $4,936-7.3% | $4,663-1.9% |
| Participant deferral / active EE | $11,102 | $8,429+31.7% | $8,071+37.5% | $6,691+65.9% |
| Admin fee / account holder | $1,667 | $15,050-88.9% | $13,005-87.2% | $13,402-87.6% |