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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 | $37,042 | $90,607-59.1% | $79,467-53.4% | $135,380-72.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.96% | 977.74%-990.7pp | 718.30%-731.3pp | 519.81%-532.8pp |
| Employer contribution / active EE | $5,147 | $3,068+67.8% | $2,800+83.8% | $4,779+7.7% |
| Participant deferral / active EE | $8,123 | $4,050+100.5% | $3,704+119.3% | $5,609+44.8% |
| Admin fee / account holder | $5,510 | $5,895-6.5% | $5,104+8.0% | $10,828-49.1% |