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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 | $67,202 | $97,761-31.3% | $83,850-19.9% | $135,382-50.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.60% | 1287.44%-1298.0pp | 850.92%-861.5pp | 519.77%-530.4pp |
| Employer contribution / active EE | $14,989 | $4,222+255.0% | $3,631+312.8% | $4,779+213.6% |
| Participant deferral / active EE | $1,911 | $4,682-59.2% | $4,082-53.2% | $5,609-65.9% |
| Admin fee / account holder | $764 | $6,674-88.6% | $5,478-86.1% | $10,829-92.9% |