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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 | $68,447 | $96,643-29.2% | $86,617-21.0% | $139,456-50.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -3.99% | 106.57%-110.6pp | 591.91%-595.9pp | 373.45%-377.4pp |
| Employer contribution / active EE | $2,065 | $3,264-36.7% | $3,023-31.7% | $4,753-56.6% |
| Participant deferral / active EE | $3,111 | $4,835-35.7% | $4,437-29.9% | $6,711-53.6% |
| Admin fee / account holder | $1,610 | $6,406-74.9% | $5,613-71.3% | $11,407-85.9% |