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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 | $31,261 | $97,732-68.0% | $83,831-62.7% | $135,380-76.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -25.75% | 1287.56%-1313.3pp | 850.99%-876.7pp | 519.81%-545.6pp |
| Employer contribution / active EE | $16,516 | $4,222+291.2% | $3,631+354.8% | $4,779+245.6% |
| Participant deferral / active EE | $9,765 | $4,683+108.5% | $4,082+139.2% | $5,609+74.1% |
| Admin fee / account holder | $1,346 | $6,675-79.8% | $5,479-75.4% | $10,828-87.6% |