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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 | $86,762 | $96,678-10.3% | $86,640+0.1% | $139,466-37.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -9.86% | 106.69%-116.5pp | 592.52%-602.4pp | 373.66%-383.5pp |
| Employer contribution / active EE | $12,709 | $3,265+289.2% | $3,024+320.2% | $4,754+167.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $693 | $6,410-89.2% | $5,616-87.7% | $11,409-93.9% |