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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 | $20,796 | $104,577-80.1% | $76,667-72.9% | $152,909-86.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | -2.95% | 1014.36%-1017.3pp | 1166.74%-1169.7pp | 345.46%-348.4pp |
| Employer contribution / active EE | $4,840 | $3,119+55.2% | $2,303+110.2% | $4,764+1.6% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,618 | $12,290-70.6% | $6,423-43.7% | $11,601-68.8% |