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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 | $36,817 | $97,732-62.3% | $83,831-56.1% | $135,380-72.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.75% | 1287.56%-1299.3pp | 850.99%-862.7pp | 519.81%-531.6pp |
| Employer contribution / active EE | $12,308 | $4,222+191.5% | $3,631+239.0% | $4,779+157.6% |
| Participant deferral / active EE | $14,114 | $4,683+201.4% | $4,082+245.8% | $5,609+151.6% |
| Admin fee / account holder | $397 | $6,675-94.1% | $5,479-92.8% | $10,828-96.3% |