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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 | $57,021 | $97,732-41.7% | $83,831-32.0% | $135,380-57.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.16% | 1287.56%-1299.7pp | 850.99%-863.1pp | 519.81%-532.0pp |
| Employer contribution / active EE | $14,078 | $4,222+233.4% | $3,631+287.7% | $4,779+194.6% |
| Participant deferral / active EE | $7,267 | $4,683+55.2% | $4,082+78.0% | $5,609+29.6% |
| Admin fee / account holder | $377 | $6,675-94.3% | $5,479-93.1% | $10,828-96.5% |