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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 | $27,525 | $90,607-69.6% | $79,467-65.4% | $135,380-79.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.35% | 977.74%-988.1pp | 718.30%-728.7pp | 519.81%-530.2pp |
| Employer contribution / active EE | $4,207 | $3,068+37.1% | $2,800+50.3% | $4,779-12.0% |
| Participant deferral / active EE | $11,138 | $4,050+175.0% | $3,704+200.7% | $5,609+98.6% |
| Admin fee / account holder | $1,002 | $5,895-83.0% | $5,104-80.4% | $10,828-90.7% |