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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 | $35,808 | $90,606-60.5% | $79,466-54.9% | $135,379-73.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.90% | 977.69%-991.6pp | 718.28%-732.2pp | 519.79%-533.7pp |
| Employer contribution / active EE | $15,329 | $3,068+399.7% | $2,800+447.4% | $4,779+220.8% |
| Participant deferral / active EE | $11,677 | $4,050+188.3% | $3,704+215.3% | $5,609+108.2% |
| Admin fee / account holder | $569 | $5,895-90.3% | $5,104-88.8% | $10,828-94.7% |