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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 | $31,461 | $82,630-61.9% | $64,105-50.9% | $125,389-74.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.30% | 1489.72%-1496.0pp | 791.24%-797.5pp | 282.24%-288.5pp |
| Employer contribution / active EE | $3,015 | $2,671+12.9% | $1,820+65.7% | $4,866-38.0% |
| Participant deferral / active EE | $13,804 | $3,608+282.5% | $2,822+389.2% | $5,352+157.9% |
| Admin fee / account holder | $642 | $6,382-89.9% | $4,499-85.7% | $9,541-93.3% |