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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 | $31,760 | $84,551-62.4% | $61,452-48.3% | $134,532-76.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -26.00% | 585.39%-611.4pp | 338.96%-365.0pp | 418.27%-444.3pp |
| Employer contribution / active EE | $1,030 | $1,545-33.3% | $1,160-11.2% | $4,741-78.3% |
| Participant deferral / active EE | $9,801 | $2,818+247.7% | $2,125+361.3% | $6,401+53.1% |
| Admin fee / account holder | $305 | $2,587-88.2% | $2,131-85.7% | $11,429-97.3% |