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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 | $160,821 | $23,330+589.3% | $64,489+149.4% | $82,448+95.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | -2.15% | 83.66%-85.8pp | 55.03%-57.2pp | 41.64%-43.8pp |
| Employer contribution / active EE | $11,655 | $824+1313.8% | $1,523+665.2% | $2,551+356.9% |
| Participant deferral / active EE | $0 | $1,707-100.0% | $2,778-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,108 | $2,946-28.4% | $4,260-50.5% | $7,234-70.9% |