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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 | $27,998 | $88,778-68.5% | $81,844-65.8% | $145,884-80.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -20.47% | 1033.03%-1053.5pp | 778.87%-799.3pp | 551.85%-572.3pp |
| Employer contribution / active EE | $11,974 | $3,087+287.9% | $2,916+310.6% | $4,662+156.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,187 | $8,430-74.1% | $7,355-70.3% | $13,392-83.7% |