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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 | $39,091 | $99,668-60.8% | $86,451-54.8% | $134,545-70.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.99% | 6789.61%-6812.6pp | 4398.51%-4421.5pp | 418.37%-441.4pp |
| Employer contribution / active EE | $11,614 | $4,403+163.8% | $3,770+208.1% | $4,742+144.9% |
| Participant deferral / active EE | $9,352 | $7,249+29.0% | $6,953+34.5% | $6,401+46.1% |
| Admin fee / account holder | $521 | $8,377-93.8% | $6,734-92.3% | $11,431-95.4% |