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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 | $81,094 | $185,225-56.2% | $142,898-43.3% | $167,553-51.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -10.81% | 8558.12%-8568.9pp | 5639.64%-5650.5pp | 478.89%-489.7pp |
| Employer contribution / active EE | $7,687 | $5,607+37.1% | $4,146+85.4% | $4,840+58.8% |
| Participant deferral / active EE | $21,500 | $4,496+378.2% | $3,838+460.1% | $6,343+239.0% |
| Admin fee / account holder | $497 | $8,032-93.8% | $6,560-92.4% | $12,316-96.0% |