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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 | $99,189 | $97,761+1.5% | $83,850+18.3% | $135,382-26.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.54% | 1287.44%-1298.0pp | 850.92%-861.5pp | 519.77%-530.3pp |
| Employer contribution / active EE | $1,664 | $4,222-60.6% | $3,631-54.2% | $4,779-65.2% |
| Participant deferral / active EE | $10,109 | $4,682+115.9% | $4,082+147.7% | $5,609+80.2% |
| Admin fee / account holder | $466 | $6,674-93.0% | $5,478-91.5% | $10,829-95.7% |