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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 | $48,749 | $90,607-46.2% | $79,467-38.7% | $135,380-64.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 977.74%-988.0pp | 718.30%-728.6pp | 519.81%-530.1pp |
| Employer contribution / active EE | $8,531 | $3,068+178.1% | $2,800+204.7% | $4,779+78.5% |
| Participant deferral / active EE | $5,518 | $4,050+36.2% | $3,704+49.0% | $5,609-1.6% |
| Admin fee / account holder | $303 | $5,895-94.9% | $5,104-94.1% | $10,828-97.2% |