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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 | $26,216 | $169,336-84.5% | $129,384-79.7% | $145,884-82.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -2.56% | 14408.70%-14411.3pp | 9461.77%-9464.3pp | 551.85%-554.4pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,727 | $4,985-65.3% | $4,166-58.5% | $6,690-74.2% |
| Admin fee / account holder | $412 | $9,912-95.8% | $7,686-94.6% | $13,392-96.9% |