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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 | $30,455 | $100,911-69.8% | $90,440-66.3% | $158,966-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.75% | 1726.62%-1730.4pp | 1294.38%-1298.1pp | 302.95%-306.7pp |
| Employer contribution / active EE | $7,635 | $3,690+106.9% | $3,263+134.0% | $4,762+60.3% |
| Participant deferral / active EE | $7,161 | $4,348+64.7% | $3,964+80.7% | $5,983+19.7% |
| Admin fee / account holder | $74,563 | $6,507+1045.8% | $5,615+1228.0% | $11,250+562.8% |