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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 | $16,411 | $97,729-83.2% | $83,830-80.4% | $135,379-87.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.43% | 1287.52%-1299.9pp | 850.97%-863.4pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,631-72.5% | $4,779-79.1% |
| Participant deferral / active EE | $7,189 | $4,683+53.5% | $4,082+76.1% | $5,609+28.2% |
| Admin fee / account holder | $1,180 | $6,674-82.3% | $5,479-78.5% | $10,828-89.1% |