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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 | $32,437 | $92,766-65.0% | $82,763-60.8% | $134,545-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.27% | 946.97%-969.2pp | 702.45%-724.7pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,823 | $3,273-44.3% | $3,008-39.4% | $4,742-61.6% |
| Participant deferral / active EE | $6,041 | $4,802+25.8% | $4,395+37.4% | $6,401-5.6% |
| Admin fee / account holder | $11,242 | $5,978+88.1% | $5,325+111.1% | $11,431-1.7% |