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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 | $31,474 | $180,749-82.6% | $160,784-80.4% | $137,256-77.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | -1.69% | 2234.46%-2236.1pp | 1803.92%-1805.6pp | 220.34%-222.0pp |
| Employer contribution / active EE | $5,711 | $4,155+37.4% | $3,733+53.0% | $4,156+37.4% |
| Participant deferral / active EE | $9,533 | $6,844+39.3% | $6,293+51.5% | $6,407+48.8% |
| Admin fee / account holder | $644,118 | $10,397+6095.3% | $9,717+6528.8% | $12,270+5149.5% |