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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 | $62,559 | $97,761-36.0% | $83,850-25.4% | $135,382-53.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.73% | 1287.44%-1297.2pp | 850.92%-860.7pp | 519.77%-529.5pp |
| Employer contribution / active EE | $10,451 | $4,222+147.5% | $3,631+187.8% | $4,779+118.7% |
| Participant deferral / active EE | $15,250 | $4,682+225.7% | $4,082+273.6% | $5,609+171.9% |
| Admin fee / account holder | $948 | $6,674-85.8% | $5,478-82.7% | $10,829-91.2% |