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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 | $10,499 | $90,607-88.4% | $79,467-86.8% | $135,380-92.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -32.75% | 977.74%-1010.5pp | 718.30%-751.1pp | 519.81%-552.6pp |
| Employer contribution / active EE | $2,253 | $3,068-26.6% | $2,800-19.5% | $4,779-52.9% |
| Participant deferral / active EE | $4,749 | $4,050+17.3% | $3,704+28.2% | $5,609-15.3% |
| Admin fee / account holder | $556 | $5,895-90.6% | $5,104-89.1% | $10,828-94.9% |