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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 | $106,286 | $97,732+8.8% | $83,831+26.8% | $135,380-21.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -21.38% | 1287.56%-1308.9pp | 850.99%-872.4pp | 519.81%-541.2pp |
| Employer contribution / active EE | $26,541 | $4,222+528.6% | $3,631+630.9% | $4,779+455.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $913 | $6,675-86.3% | $5,479-83.3% | $10,828-91.6% |