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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 | $55,814 | $72,465-23.0% | $67,575-17.4% | $145,884-61.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -0.64% | 7222.56%-7223.2pp | 3528.98%-3529.6pp | 551.85%-552.5pp |
| Employer contribution / active EE | $6,880 | $3,074+123.8% | $2,736+151.5% | $4,662+47.6% |
| Participant deferral / active EE | $3,643 | $4,786-23.9% | $4,003-9.0% | $6,690-45.5% |
| Admin fee / account holder | $4,580 | $5,515-17.0% | $3,993+14.7% | $13,392-65.8% |