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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 | $19,575 | $97,729-80.0% | $83,830-76.6% | $135,379-85.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.71% | 1287.52%-1297.2pp | 850.97%-860.7pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,028 | $4,222-52.0% | $3,631-44.2% | $4,779-57.6% |
| Participant deferral / active EE | $1,855 | $4,683-60.4% | $4,082-54.6% | $5,609-66.9% |
| Admin fee / account holder | $917 | $6,674-86.3% | $5,479-83.3% | $10,828-91.5% |