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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 | $26,433 | $97,761-73.0% | $83,850-68.5% | $135,382-80.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.84% | 1287.44%-1297.3pp | 850.92%-860.8pp | 519.77%-529.6pp |
| Employer contribution / active EE | $3,124 | $4,222-26.0% | $3,631-14.0% | $4,779-34.6% |
| Participant deferral / active EE | $3,833 | $4,682-18.1% | $4,082-6.1% | $5,609-31.7% |
| Admin fee / account holder | $772 | $6,674-88.4% | $5,478-85.9% | $10,829-92.9% |