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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 | $31,666 | $97,732-67.6% | $83,831-62.2% | $135,380-76.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -22.39% | 1287.56%-1309.9pp | 850.99%-873.4pp | 519.81%-542.2pp |
| Employer contribution / active EE | $2,693 | $4,222-36.2% | $3,631-25.8% | $4,779-43.6% |
| Participant deferral / active EE | $3,917 | $4,683-16.3% | $4,082-4.0% | $5,609-30.2% |
| Admin fee / account holder | $1,765 | $6,675-73.6% | $5,479-67.8% | $10,828-83.7% |