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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 | $25,333 | $92,684-72.7% | $82,706-69.4% | $134,509-81.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.19% | 945.84%-968.0pp | 701.76%-724.0pp | 418.13%-440.3pp |
| Employer contribution / active EE | $3,777 | $3,272+15.4% | $3,007+25.6% | $4,741-20.3% |
| Participant deferral / active EE | $4,317 | $4,800-10.1% | $4,394-1.8% | $6,400-32.6% |
| Admin fee / account holder | $619 | $5,982-89.7% | $5,329-88.4% | $11,427-94.6% |