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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 | $54,849 | $82,630-33.6% | $64,105-14.4% | $125,389-56.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.04% | 1489.72%-1495.8pp | 791.24%-797.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $1,263 | $2,671-52.7% | $1,820-30.6% | $4,866-74.1% |
| Participant deferral / active EE | $2,820 | $3,608-21.9% | $2,822-0.1% | $5,352-47.3% |
| Admin fee / account holder | $1,371 | $6,382-78.5% | $4,499-69.5% | $9,541-85.6% |