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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 | $18,896 | $97,732-80.7% | $83,831-77.5% | $135,380-86.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.69% | 1287.56%-1304.2pp | 850.99%-867.7pp | 519.81%-536.5pp |
| Employer contribution / active EE | $6,539 | $4,222+54.9% | $3,631+80.1% | $4,779+36.8% |
| Participant deferral / active EE | $6,087 | $4,683+30.0% | $4,082+49.1% | $5,609+8.5% |
| Admin fee / account holder | $392 | $6,675-94.1% | $5,479-92.8% | $10,828-96.4% |