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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 | $53,951 | $99,647-45.9% | $86,439-37.6% | $134,509-59.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.29% | 6784.13%-6806.4pp | 4395.55%-4417.8pp | 418.13%-440.4pp |
| Employer contribution / active EE | $7,685 | $4,401+74.6% | $3,769+103.9% | $4,741+62.1% |
| Participant deferral / active EE | $5,984 | $7,246-17.4% | $6,952-13.9% | $6,400-6.5% |
| Admin fee / account holder | $1,051 | $8,373-87.5% | $6,732-84.4% | $11,427-90.8% |