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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 | $36,760 | $92,766-60.4% | $82,763-55.6% | $134,545-72.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -26.64% | 946.97%-973.6pp | 702.45%-729.1pp | 418.37%-445.0pp |
| Employer contribution / active EE | $3,050 | $3,273-6.8% | $3,008+1.4% | $4,742-35.7% |
| Participant deferral / active EE | $10,950 | $4,802+128.0% | $4,395+149.1% | $6,401+71.1% |
| Admin fee / account holder | $4,183 | $5,978-30.0% | $5,325-21.5% | $11,431-63.4% |