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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 | $24,514 | $105,210-76.7% | $159,487-84.6% | $85,851-71.4% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.8%+15.2pp | 69.3%+28.7pp |
| Annual return | -1.78% | 45.08%-46.9pp | 263.71%-265.5pp | 318.63%-320.4pp |
| Employer contribution / active EE | $3,500 | $3,319+5.4% | $4,831-27.6% | $2,565+36.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,801 | $6,934-74.0% | $10,804-83.3% | $6,261-71.2% |