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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 | $109,541 | $150,442-27.2% | $136,295-19.6% | $147,585-25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.88% | 1049.09%-1050.0pp | 5155.97%-5156.9pp | 578.56%-579.4pp |
| Employer contribution / active EE | $5,788 | $5,256+10.1% | $4,695+23.3% | $4,876+18.7% |
| Participant deferral / active EE | $11,233 | $6,630+69.4% | $6,247+79.8% | $5,439+106.5% |
| Admin fee / account holder | $21,401 | $10,905+96.2% | $9,243+131.5% | $10,885+96.6% |