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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 | $34,349 | $106,008-67.6% | $92,240-62.8% | $147,586-76.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -1.14% | 50.05%-51.2pp | 176.29%-177.4pp | 578.59%-579.7pp |
| Employer contribution / active EE | $5,025 | $4,333+16.0% | $3,680+36.6% | $4,876+3.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $908 | $6,333-85.7% | $5,194-82.5% | $10,886-91.7% |