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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 | $76,334 | $102,595-25.6% | $94,057-18.8% | $154,746-50.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | -10.56% | 583.42%-594.0pp | 480.62%-491.2pp | 172.34%-182.9pp |
| Employer contribution / active EE | $1,507 | $3,147-52.1% | $2,933-48.6% | $4,379-65.6% |
| Participant deferral / active EE | $3,727 | $5,118-27.2% | $4,709-20.9% | $6,730-44.6% |
| Admin fee / account holder | $6,400 | $7,736-17.3% | $7,244-11.7% | $14,365-55.5% |