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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 | $38,462 | $99,011-61.2% | $86,582-55.6% | $147,586-73.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -18.56% | 1312.75%-1331.3pp | 965.08%-983.6pp | 578.59%-597.2pp |
| Employer contribution / active EE | $8,699 | $3,132+177.7% | $2,839+206.4% | $4,876+78.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,679 | $5,709+52.0% | $4,904+77.0% | $10,886-20.3% |