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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 | $55,567 | $150,447-63.1% | $136,298-59.2% | $147,586-62.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -1.83% | 1049.15%-1051.0pp | 5156.27%-5158.1pp | 578.59%-580.4pp |
| Employer contribution / active EE | $23,760 | $5,256+352.0% | $4,696+406.0% | $4,876+387.2% |
| Participant deferral / active EE | $28,500 | $6,631+329.8% | $6,247+356.2% | $5,439+424.0% |
| Admin fee / account holder | $791 | $10,906-92.7% | $9,244-91.4% | $10,886-92.7% |