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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 | $41,096 | $190,879-78.5% | $160,009-74.3% | $134,532-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -73.34% | 552.63%-626.0pp | 408.85%-482.2pp | 418.27%-491.6pp |
| Employer contribution / active EE | $2,469 | $4,995-50.6% | $4,225-41.6% | $4,741-47.9% |
| Participant deferral / active EE | $5,944 | $6,924-14.2% | $6,183-3.9% | $6,401-7.1% |
| Admin fee / account holder | $6,426 | $10,495-38.8% | $8,715-26.3% | $11,429-43.8% |