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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 | $22,057 | $97,732-77.4% | $83,831-73.7% | $135,380-83.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.89% | 1287.56%-1298.4pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $10,035 | $4,222+137.7% | $3,631+176.4% | $4,779+110.0% |
| Participant deferral / active EE | $5,761 | $4,683+23.0% | $4,082+41.1% | $5,609+2.7% |
| Admin fee / account holder | $651 | $6,675-90.2% | $5,479-88.1% | $10,828-94.0% |