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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 | $9,644 | $92,743-89.6% | $82,744-88.3% | $134,532-92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.31% | 946.63%-969.9pp | 702.22%-725.5pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,118 | $3,273-65.9% | $3,008-62.8% | $4,741-76.4% |
| Participant deferral / active EE | $4,110 | $4,802-14.4% | $4,395-6.5% | $6,401-35.8% |
| Admin fee / account holder | $314 | $5,977-94.8% | $5,325-94.1% | $11,429-97.3% |