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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 | $56,331 | $92,766-39.3% | $82,763-31.9% | $134,545-58.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.60% | 946.97%-968.6pp | 702.45%-724.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $4,011 | $3,273+22.5% | $3,008+33.3% | $4,742-15.4% |
| Participant deferral / active EE | $6,300 | $4,802+31.2% | $4,395+43.3% | $6,401-1.6% |
| Admin fee / account holder | $4,670 | $5,978-21.9% | $5,325-12.3% | $11,431-59.1% |