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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 | $53,329 | $100,938-47.2% | $90,461-41.0% | $158,982-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -8.20% | 1727.20%-1735.4pp | 1294.76%-1303.0pp | 302.99%-311.2pp |
| Employer contribution / active EE | $5,540 | $3,691+50.1% | $3,264+69.7% | $4,763+16.3% |
| Participant deferral / active EE | $7,156 | $4,350+64.5% | $3,964+80.5% | $5,983+19.6% |
| Admin fee / account holder | $3,229 | $6,510-50.4% | $5,617-42.5% | $11,252-71.3% |