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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 | $20,374 | $109,872-81.5% | $98,483-79.3% | $167,536-87.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -5.73% | 1959.31%-1965.0pp | 1494.38%-1500.1pp | 478.82%-484.5pp |
| Employer contribution / active EE | $2,129 | $3,225-34.0% | $2,961-28.1% | $4,839-56.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,223 | $6,757-81.9% | $5,953-79.5% | $12,315-90.1% |