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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 | $51,752 | $92,684-44.2% | $82,706-37.4% | $134,509-61.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.42% | 945.84%-967.3pp | 701.76%-723.2pp | 418.13%-439.6pp |
| Employer contribution / active EE | $3,163 | $3,272-3.3% | $3,007+5.2% | $4,741-33.3% |
| Participant deferral / active EE | $27,000 | $4,800+462.5% | $4,394+514.5% | $6,400+321.9% |
| Admin fee / account holder | $309 | $5,982-94.8% | $5,329-94.2% | $11,427-97.3% |