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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 | $34,202 | $138,102-75.2% | $125,381-72.7% | $134,532-74.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.12% | 750.73%-781.9pp | 572.31%-603.4pp | 418.27%-449.4pp |
| Employer contribution / active EE | $6,462 | $5,245+23.2% | $4,815+34.2% | $4,741+36.3% |
| Participant deferral / active EE | $9,581 | $7,801+22.8% | $7,448+28.6% | $6,401+49.7% |
| Admin fee / account holder | $2,260 | $11,568-80.5% | $10,007-77.4% | $11,429-80.2% |