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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 | $28,929 | $82,630-65.0% | $64,105-54.9% | $125,388-76.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -9.01% | 1489.72%-1498.7pp | 791.24%-800.3pp | 282.24%-291.2pp |
| Employer contribution / active EE | $2,649 | $2,671-0.9% | $1,820+45.5% | $4,866-45.6% |
| Participant deferral / active EE | $9,479 | $3,608+162.7% | $2,822+235.9% | $5,352+77.1% |
| Admin fee / account holder | $6,171 | $6,382-3.3% | $4,499+37.2% | $9,541-35.3% |