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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 | $207,110 | $82,630+150.6% | $64,105+223.1% | $125,388+65.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.36% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,438 | $2,671-46.2% | $1,820-21.0% | $4,866-70.4% |
| Participant deferral / active EE | $4,531 | $3,608+25.6% | $2,822+60.6% | $5,352-15.3% |
| Admin fee / account holder | $6,942 | $6,382+8.8% | $4,499+54.3% | $9,541-27.2% |