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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 | $40,511 | $84,685-52.2% | $73,836-45.1% | $125,389-67.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.32% | 3123.80%-3128.1pp | 2268.06%-2272.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $4,873 | $3,123+56.0% | $2,787+74.8% | $4,866+0.1% |
| Participant deferral / active EE | $4,565 | $3,993+14.3% | $3,583+27.4% | $5,352-14.7% |
| Admin fee / account holder | $1,471 | $5,694-74.2% | $4,882-69.9% | $9,541-84.6% |