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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 | $95,655 | $92,743+3.1% | $82,744+15.6% | $134,532-28.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.42% | 946.63%-969.0pp | 702.22%-724.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $3,000 | $3,273-8.3% | $3,008-0.3% | $4,741-36.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $946 | $5,977-84.2% | $5,325-82.2% | $11,429-91.7% |