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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 | $23,431 | $90,607-74.1% | $79,467-70.5% | $135,380-82.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.78% | 977.74%-987.5pp | 718.30%-728.1pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,399 | $3,068-54.4% | $2,800-50.0% | $4,779-70.7% |
| Participant deferral / active EE | $1,403 | $4,050-65.4% | $3,704-62.1% | $5,609-75.0% |
| Admin fee / account holder | $1,116 | $5,895-81.1% | $5,104-78.1% | $10,828-89.7% |