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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 | $82,882 | $99,647-16.8% | $86,439-4.1% | $134,509-38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.79% | 6784.13%-6808.9pp | 4395.55%-4420.3pp | 418.13%-442.9pp |
| Employer contribution / active EE | $10,782 | $4,401+145.0% | $3,769+186.1% | $4,741+127.4% |
| Participant deferral / active EE | $7,015 | $7,246-3.2% | $6,952+0.9% | $6,400+9.6% |
| Admin fee / account holder | $787 | $8,373-90.6% | $6,732-88.3% | $11,427-93.1% |