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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 | $30,692 | $97,732-68.6% | $83,831-63.4% | $135,380-77.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -25.35% | 1287.56%-1312.9pp | 850.99%-876.3pp | 519.81%-545.2pp |
| Employer contribution / active EE | $2,706 | $4,222-35.9% | $3,631-25.5% | $4,779-43.4% |
| Participant deferral / active EE | $18,500 | $4,683+295.1% | $4,082+353.2% | $5,609+229.8% |
| Admin fee / account holder | $587 | $6,675-91.2% | $5,479-89.3% | $10,828-94.6% |