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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 | $72,426-85.7% | $67,560-84.6% | $145,897-92.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -2.39% | 7226.78%-7229.2pp | 3533.50%-3535.9pp | 552.29%-554.7pp |
| Employer contribution / active EE | $3,017 | $3,074-1.9% | $2,737+10.2% | $4,663-35.3% |
| Participant deferral / active EE | $1,477 | $4,785-69.1% | $4,004-63.1% | $6,689-77.9% |
| Admin fee / account holder | $43,212 | $5,514+683.7% | $3,994+981.9% | $13,390+222.7% |