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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 | $96,251 | $100,911-4.6% | $90,440+6.4% | $158,966-39.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.52% | 1726.62%-1730.1pp | 1294.38%-1297.9pp | 302.95%-306.5pp |
| Employer contribution / active EE | $13,958 | $3,690+278.2% | $3,263+327.8% | $4,762+193.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $582,944 | $6,507+8858.4% | $5,615+10282.2% | $11,250+5081.7% |