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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 | $128,592 | $88,778+44.8% | $81,844+57.1% | $145,884-11.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -37.79% | 1033.03%-1070.8pp | 778.87%-816.7pp | 551.85%-589.6pp |
| Employer contribution / active EE | $1,793 | $3,087-41.9% | $2,916-38.5% | $4,662-61.5% |
| Participant deferral / active EE | $2,207 | $4,648-52.5% | $4,323-48.9% | $6,690-67.0% |
| Admin fee / account holder | $3,801 | $8,430-54.9% | $7,355-48.3% | $13,392-71.6% |