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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 | $106,271 | $75,832+40.1% | $147,617-28.0% | $59,633+78.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -6.84% | 0.37%-7.2pp | 61.98%-68.8pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $6,524 | $3,485+87.2% | $5,564+17.2% | $2,203+196.2% |
| Participant deferral / active EE | $4,173 | $3,131+33.3% | $4,895-14.8% | $3,192+30.7% |
| Admin fee / account holder | $67,166 | $5,986+1022.1% | $11,612+478.4% | $4,297+1463.1% |