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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 | $20,954 | $100,895-79.2% | $90,430-76.8% | $158,950-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -5.09% | 1725.54%-1730.6pp | 1293.73%-1298.8pp | 302.91%-308.0pp |
| Employer contribution / active EE | $4,324 | $3,689+17.2% | $3,262+32.5% | $4,762-9.2% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,782 | $6,505-11.1% | $5,613+3.0% | $11,248-48.6% |