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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 | $33,474 | $97,729-65.7% | $83,830-60.1% | $135,379-75.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.63% | 1287.52%-1301.2pp | 850.97%-864.6pp | 519.79%-533.4pp |
| Employer contribution / active EE | $9,065 | $4,222+114.7% | $3,631+149.7% | $4,779+89.7% |
| Participant deferral / active EE | $9,894 | $4,683+111.3% | $4,082+142.4% | $5,609+76.4% |
| Admin fee / account holder | $375 | $6,674-94.4% | $5,479-93.2% | $10,828-96.5% |