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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 | $82,572 | $100,938-18.2% | $90,461-8.7% | $158,982-48.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -1.86% | 1727.20%-1729.1pp | 1294.76%-1296.6pp | 302.99%-304.9pp |
| Employer contribution / active EE | $15,819 | $3,691+328.5% | $3,264+384.7% | $4,763+232.1% |
| Participant deferral / active EE | $7,673 | $4,350+76.4% | $3,964+93.5% | $5,983+28.2% |
| Admin fee / account holder | $193,324 | $6,510+2869.8% | $5,617+3342.0% | $11,252+1618.2% |