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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 | $43,765 | $100,938-56.6% | $90,461-51.6% | $158,982-72.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | -16.77% | 1727.20%-1744.0pp | 1294.76%-1311.5pp | 302.99%-319.8pp |
| Employer contribution / active EE | $1,923 | $3,691-47.9% | $3,264-41.1% | $4,763-59.6% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,232 | $6,510-4.3% | $5,617+11.0% | $11,252-44.6% |