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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 | $3,536 | $88,754-96.0% | $81,820-95.7% | $145,877-97.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -775.47% | 1031.77%-1807.2pp | 777.93%-1553.4pp | 551.28%-1326.8pp |
| Employer contribution / active EE | $2,305 | $3,085-25.3% | $2,915-20.9% | $4,663-50.6% |
| Participant deferral / active EE | $2,305 | $4,648-50.4% | $4,323-46.7% | $6,691-65.5% |
| Admin fee / account holder | $1,379 | $8,424-83.6% | $7,391-81.3% | $13,402-89.7% |