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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 | $70,234 | $104,116-32.5% | $71,089-1.2% | $135,380-48.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -17.53% | 1256.51%-1274.0pp | 650.65%-668.2pp | 519.81%-537.3pp |
| Employer contribution / active EE | $1,000 | $1,485-32.7% | $1,088-8.1% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,061 | $4,142+118.8% | $3,082+194.0% | $10,828-16.3% |