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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 | $50,592 | $84,697-40.3% | $73,845-31.5% | $125,393-59.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -29.29% | 3123.66%-3153.0pp | 2267.91%-2297.2pp | 282.23%-311.5pp |
| Employer contribution / active EE | $12,397 | $3,123+296.9% | $2,788+344.7% | $4,866+154.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,878 | $5,692-67.0% | $4,881-61.5% | $9,541-80.3% |