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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 | $40,765 | $92,743-56.0% | $82,744-50.7% | $134,532-69.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -38.78% | 946.63%-985.4pp | 702.22%-741.0pp | 418.27%-457.0pp |
| Employer contribution / active EE | $8,931 | $3,273+172.9% | $3,008+196.9% | $4,741+88.4% |
| Participant deferral / active EE | $8,015 | $4,802+66.9% | $4,395+82.4% | $6,401+25.2% |
| Admin fee / account holder | $12,579 | $5,977+110.4% | $5,325+136.2% | $11,429+10.1% |