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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 | $29,136 | $100,868-71.1% | $90,414-67.8% | $158,931-81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.57% | 1724.58%-1728.1pp | 1293.19%-1296.8pp | 302.86%-306.4pp |
| Employer contribution / active EE | $6,615 | $3,689+79.3% | $3,262+102.8% | $4,761+38.9% |
| Participant deferral / active EE | $4,089 | $4,348-6.0% | $3,963+3.2% | $5,982-31.7% |
| Admin fee / account holder | $628 | $6,502-90.3% | $5,611-88.8% | $11,247-94.4% |