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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 | $25,164 | $97,729-74.3% | $83,830-70.0% | $135,379-81.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.49% | 1287.52%-1302.0pp | 850.97%-865.5pp | 519.79%-534.3pp |
| Employer contribution / active EE | $4,174 | $4,222-1.1% | $3,631+14.9% | $4,779-12.7% |
| Participant deferral / active EE | $3,792 | $4,683-19.0% | $4,082-7.1% | $5,609-32.4% |
| Admin fee / account holder | $1,067 | $6,674-84.0% | $5,479-80.5% | $10,828-90.1% |