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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 | $45,785 | $97,761-53.2% | $83,850-45.4% | $135,382-66.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.89% | 1287.44%-1298.3pp | 850.92%-861.8pp | 519.77%-530.7pp |
| Employer contribution / active EE | $1,569 | $4,222-62.8% | $3,631-56.8% | $4,779-67.2% |
| Participant deferral / active EE | $9,008 | $4,682+92.4% | $4,082+120.7% | $5,609+60.6% |
| Admin fee / account holder | $660 | $6,674-90.1% | $5,478-87.9% | $10,829-93.9% |