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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 | $60,662 | $149,040-59.3% | $120,225-49.5% | $137,256-55.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -13.43% | 605.68%-619.1pp | 439.23%-452.7pp | 220.34%-233.8pp |
| Employer contribution / active EE | $3,744 | $4,350-13.9% | $3,475+7.7% | $4,156-9.9% |
| Participant deferral / active EE | $31,000 | $4,655+566.0% | $3,999+675.2% | $6,407+383.9% |
| Admin fee / account holder | $10,162 | $6,348+60.1% | $5,696+78.4% | $12,270-17.2% |