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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 | $46,697 | $96,123-51.4% | $77,361-39.6% | $198,609-76.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | -11.76% | 2054.81%-2066.6pp | 1011.54%-1023.3pp | 202.70%-214.5pp |
| Employer contribution / active EE | $2,599 | $3,791-31.4% | $2,990-13.1% | $5,055-48.6% |
| Participant deferral / active EE | $3,982 | $4,975-20.0% | $3,911+1.8% | $6,977-42.9% |
| Admin fee / account holder | $615 | $9,471-93.5% | $5,894-89.6% | $19,030-96.8% |