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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 | $152,356 | $58,927+158.6% | $76,824+98.3% | $72,986+108.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -23.32% | 2305.64%-2329.0pp | 1166.26%-1189.6pp | 81.01%-104.3pp |
| Employer contribution / active EE | $12,644 | $1,787+607.6% | $2,302+449.2% | $2,440+418.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,143 | $4,013+127.9% | $6,421+42.4% | $5,124+78.4% |