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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 | $94,795 | $90,617+4.6% | $79,476+19.3% | $135,382-30.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.09% | 977.57%-987.7pp | 718.21%-728.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,370 | $3,068-22.8% | $2,800-15.4% | $4,779-50.4% |
| Participant deferral / active EE | $6,382 | $4,050+57.6% | $3,704+72.3% | $5,609+13.8% |
| Admin fee / account holder | $4,796 | $5,907-18.8% | $5,113-6.2% | $10,829-55.7% |