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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 | $37,062 | $84,685-56.2% | $73,836-49.8% | $125,389-70.4% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -3.91% | 3123.80%-3127.7pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,703 | $3,123-45.5% | $2,787-38.9% | $4,866-65.0% |
| Participant deferral / active EE | $2,417 | $3,993-39.5% | $3,583-32.6% | $5,352-54.8% |
| Admin fee / account holder | $1,870 | $5,694-67.2% | $4,882-61.7% | $9,541-80.4% |