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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 | $26,471 | $90,607-70.8% | $79,467-66.7% | $135,380-80.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.22% | 977.74%-990.0pp | 718.30%-730.5pp | 519.81%-532.0pp |
| Employer contribution / active EE | $6,051 | $3,068+97.3% | $2,800+116.1% | $4,779+26.6% |
| Participant deferral / active EE | $1,237 | $4,050-69.5% | $3,704-66.6% | $5,609-77.9% |
| Admin fee / account holder | $1,183 | $5,895-79.9% | $5,104-76.8% | $10,828-89.1% |