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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 | $54,666 | $82,630-33.8% | $64,105-14.7% | $125,389-56.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.71% | 1489.72%-1494.4pp | 791.24%-795.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $2,500 | $2,671-6.4% | $1,820+37.4% | $4,866-48.6% |
| Participant deferral / active EE | $4,350 | $3,608+20.6% | $2,822+54.2% | $5,352-18.7% |
| Admin fee / account holder | $2,108 | $6,382-67.0% | $4,499-53.1% | $9,541-77.9% |