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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 | $30,791 | $106,557-71.1% | $91,227-66.2% | $134,545-77.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -31.81% | 160.81%-192.6pp | 114.14%-145.9pp | 418.37%-450.2pp |
| Employer contribution / active EE | $2,500 | $3,332-25.0% | $2,851-12.3% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,528 | $6,235-59.5% | $5,423-53.4% | $11,431-77.9% |