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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 | $103,872 | $82,630+25.7% | $64,105+62.0% | $125,389-17.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -8.22% | 1489.72%-1497.9pp | 791.24%-799.5pp | 282.24%-290.5pp |
| Employer contribution / active EE | $2,778 | $2,671+4.0% | $1,820+52.6% | $4,866-42.9% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $547 | $6,382-91.4% | $4,499-87.8% | $9,541-94.3% |