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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 | $26,628 | $97,732-72.8% | $83,831-68.2% | $135,380-80.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -31.14% | 1287.56%-1318.7pp | 850.99%-882.1pp | 519.81%-550.9pp |
| Employer contribution / active EE | $3,015 | $4,222-28.6% | $3,631-17.0% | $4,779-36.9% |
| Participant deferral / active EE | $18,038 | $4,683+285.2% | $4,082+341.9% | $5,609+221.6% |
| Admin fee / account holder | $591 | $6,675-91.2% | $5,479-89.2% | $10,828-94.5% |