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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 | $23,544 | $84,685-72.2% | $73,836-68.1% | $125,389-81.2% |
| Participation rate | 90.9% | 76.8%+14.1pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | -5.52% | 3123.80%-3129.3pp | 2268.06%-2273.6pp | 282.24%-287.8pp |
| Employer contribution / active EE | $3,099 | $3,123-0.8% | $2,787+11.2% | $4,866-36.3% |
| Participant deferral / active EE | $4,770 | $3,993+19.5% | $3,583+33.1% | $5,352-10.9% |
| Admin fee / account holder | $1,066 | $5,694-81.3% | $4,882-78.2% | $9,541-88.8% |