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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 | $41,646 | $150,447-72.3% | $136,298-69.4% | $147,586-71.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -7.76% | 1049.15%-1056.9pp | 5156.27%-5164.0pp | 578.59%-586.3pp |
| Employer contribution / active EE | $2,786 | $5,256-47.0% | $4,696-40.7% | $4,876-42.9% |
| Participant deferral / active EE | $14,667 | $6,631+121.2% | $6,247+134.8% | $5,439+169.7% |
| Admin fee / account holder | $6,429 | $10,906-41.0% | $9,244-30.4% | $10,886-40.9% |