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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 | $25,383 | $97,732-74.0% | $83,831-69.7% | $135,380-81.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.72% | 1287.56%-1299.3pp | 850.99%-862.7pp | 519.81%-531.5pp |
| Employer contribution / active EE | $4,824 | $4,222+14.3% | $3,631+32.8% | $4,779+0.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $951 | $6,675-85.7% | $5,479-82.6% | $10,828-91.2% |