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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 | $94,604 | $102,696-7.9% | $86,235+9.7% | $139,487-32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -4.92% | 1925.91%-1930.8pp | 1170.03%-1175.0pp | 373.84%-378.8pp |
| Employer contribution / active EE | $7,758 | $3,034+155.7% | $2,381+225.8% | $4,755+63.2% |
| Participant deferral / active EE | $7,771 | $4,679+66.1% | $3,987+94.9% | $6,713+15.8% |
| Admin fee / account holder | $615 | $8,667-92.9% | $6,856-91.0% | $11,407-94.6% |