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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 | $65,598 | $92,684-29.2% | $82,706-20.7% | $134,509-51.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -29.59% | 945.84%-975.4pp | 701.76%-731.4pp | 418.13%-447.7pp |
| Employer contribution / active EE | $3,089 | $3,272-5.6% | $3,007+2.7% | $4,741-34.8% |
| Participant deferral / active EE | $12,787 | $4,800+166.4% | $4,394+191.0% | $6,400+99.8% |
| Admin fee / account holder | $44,312 | $5,982+640.8% | $5,329+731.6% | $11,427+287.8% |