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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 | $79,029 | $202,342-60.9% | $172,752-54.3% | $152,897-48.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -6.12% | 1029.83%-1036.0pp | 802.97%-809.1pp | 345.43%-351.6pp |
| Employer contribution / active EE | $2,500 | $5,858-57.3% | $5,144-51.4% | $4,764-47.5% |
| Participant deferral / active EE | $20,000 | $5,948+236.2% | $5,198+284.8% | $5,851+241.8% |
| Admin fee / account holder | $3,150 | $17,111-81.6% | $13,955-77.4% | $11,599-72.8% |