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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 | $26,775 | $92,766-71.1% | $82,763-67.6% | $134,545-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -58.69% | 946.97%-1005.7pp | 702.45%-761.1pp | 418.37%-477.1pp |
| Employer contribution / active EE | $2,544 | $3,273-22.3% | $3,008-15.4% | $4,742-46.3% |
| Participant deferral / active EE | $2,149 | $4,802-55.2% | $4,395-51.1% | $6,401-66.4% |
| Admin fee / account holder | $4,201 | $5,978-29.7% | $5,325-21.1% | $11,431-63.2% |