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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 | $54,213 | $99,668-45.6% | $86,451-37.3% | $134,545-59.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.48% | 6789.61%-6831.1pp | 4398.51%-4440.0pp | 418.37%-459.9pp |
| Employer contribution / active EE | $28,567 | $4,403+548.8% | $3,770+657.8% | $4,742+502.5% |
| Participant deferral / active EE | $17,000 | $7,249+134.5% | $6,953+144.5% | $6,401+165.6% |
| Admin fee / account holder | $348 | $8,377-95.8% | $6,734-94.8% | $11,431-97.0% |