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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 | $24,674 | $92,743-73.4% | $82,744-70.2% | $134,532-81.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.20% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,460 | $3,273+5.7% | $3,008+15.0% | $4,741-27.0% |
| Participant deferral / active EE | $21,650 | $4,802+350.9% | $4,395+392.6% | $6,401+238.2% |
| Admin fee / account holder | $17,818 | $5,977+198.1% | $5,325+234.6% | $11,429+55.9% |