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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 | $137,556 | $56,197+144.8% | $67,652+103.3% | $59,633+130.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -11.17% | 18508.10%-18519.3pp | 6625.40%-6636.6pp | 2041.45%-2052.6pp |
| Employer contribution / active EE | $14,482 | $1,615+796.9% | $2,266+539.2% | $2,203+557.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,478 | $3,958+139.5% | $4,821+96.6% | $4,297+120.6% |