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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 | $24,636 | $90,607-72.8% | $79,467-69.0% | $135,380-81.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.01% | 977.74%-987.7pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $3,867 | $3,068+26.1% | $2,800+38.1% | $4,779-19.1% |
| Participant deferral / active EE | $4,680 | $4,050+15.5% | $3,704+26.3% | $5,609-16.6% |
| Admin fee / account holder | $822 | $5,895-86.1% | $5,104-83.9% | $10,828-92.4% |