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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 | $10,383 | $72,396-85.7% | $67,511-84.6% | $145,959-92.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -2.39% | 7194.07%-7196.5pp | 3517.41%-3519.8pp | 561.95%-564.3pp |
| Employer contribution / active EE | $3,017 | $3,071-1.8% | $2,733+10.4% | $4,661-35.3% |
| Participant deferral / active EE | $1,477 | $4,781-69.1% | $4,000-63.1% | $6,689-77.9% |
| Admin fee / account holder | $43,212 | $5,538+680.2% | $3,999+980.6% | $13,398+222.5% |