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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 | $69,375 | $97,729-29.0% | $83,830-17.2% | $135,379-48.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.58% | 1287.52%-1300.1pp | 850.97%-863.6pp | 519.79%-532.4pp |
| Employer contribution / active EE | $19,998 | $4,222+373.7% | $3,631+450.7% | $4,779+318.5% |
| Participant deferral / active EE | $10,761 | $4,683+129.8% | $4,082+163.6% | $5,609+91.9% |
| Admin fee / account holder | $797 | $6,674-88.1% | $5,479-85.4% | $10,828-92.6% |