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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 | $55,297 | $92,743-40.4% | $82,744-33.2% | $134,532-58.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.81% | 946.63%-971.4pp | 702.22%-727.0pp | 418.27%-443.1pp |
| Employer contribution / active EE | $905 | $3,273-72.3% | $3,008-69.9% | $4,741-80.9% |
| Participant deferral / active EE | $5,356 | $4,802+11.5% | $4,395+21.9% | $6,401-16.3% |
| Admin fee / account holder | $308 | $5,977-94.8% | $5,325-94.2% | $11,429-97.3% |