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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 | $48,212 | $90,606-46.8% | $79,466-39.3% | $135,379-64.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.27% | 977.69%-988.0pp | 718.28%-728.6pp | 519.79%-530.1pp |
| Employer contribution / active EE | $7,128 | $3,068+132.4% | $2,800+154.5% | $4,779+49.2% |
| Participant deferral / active EE | $4,829 | $4,050+19.2% | $3,704+30.4% | $5,609-13.9% |
| Admin fee / account holder | $2,266 | $5,895-61.6% | $5,104-55.6% | $10,828-79.1% |