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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 | $43,416 | $150,447-71.1% | $136,298-68.1% | $147,586-70.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -2.09% | 1049.15%-1051.2pp | 5156.27%-5158.4pp | 578.59%-580.7pp |
| Employer contribution / active EE | $13,667 | $5,256+160.0% | $4,696+191.0% | $4,876+180.3% |
| Participant deferral / active EE | $18,000 | $6,631+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $341 | $10,906-96.9% | $9,244-96.3% | $10,886-96.9% |