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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 | $15,551 | $138,114-88.7% | $125,391-87.6% | $134,545-88.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.94% | 750.88%-790.8pp | 572.41%-612.4pp | 418.37%-458.3pp |
| Employer contribution / active EE | $9,855 | $5,246+87.9% | $4,816+104.6% | $4,742+107.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,872 | $11,570-83.8% | $10,009-81.3% | $11,431-83.6% |