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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 | $49,897 | $202,342-75.3% | $172,752-71.1% | $152,897-67.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -22.19% | 1029.83%-1052.0pp | 802.97%-825.2pp | 345.43%-367.6pp |
| Employer contribution / active EE | $4,800 | $5,858-18.1% | $5,144-6.7% | $4,764+0.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,297 | $17,111-74.9% | $13,955-69.2% | $11,599-63.0% |