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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 | $79,072 | $72,071+9.7% | $68,368+15.7% | $137,256-42.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -9.42% | 353.14%-362.6pp | 292.57%-302.0pp | 220.34%-229.8pp |
| Employer contribution / active EE | $427 | $2,788-84.7% | $2,649-83.9% | $4,156-89.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $422 | $5,336-92.1% | $5,150-91.8% | $12,270-96.6% |