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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 | $17,634 | $84,685-79.2% | $73,836-76.1% | $125,389-85.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.96% | 3123.80%-3127.8pp | 2268.06%-2272.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $805 | $3,123-74.2% | $2,787-71.1% | $4,866-83.5% |
| Participant deferral / active EE | $1,190 | $3,993-70.2% | $3,583-66.8% | $5,352-77.8% |
| Admin fee / account holder | $411 | $5,694-92.8% | $4,882-91.6% | $9,541-95.7% |