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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 | $25,157 | $97,732-74.3% | $83,831-70.0% | $135,380-81.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.42% | 1287.56%-1301.0pp | 850.99%-864.4pp | 519.81%-533.2pp |
| Employer contribution / active EE | $1,883 | $4,222-55.4% | $3,631-48.1% | $4,779-60.6% |
| Participant deferral / active EE | $13,261 | $4,683+183.2% | $4,082+224.9% | $5,609+136.4% |
| Admin fee / account holder | $390 | $6,675-94.2% | $5,479-92.9% | $10,828-96.4% |