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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 | $139,873 | $96,388+45.1% | $80,627+73.5% | $139,466+0.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -6.31% | 1352.08%-1358.4pp | 936.76%-943.1pp | 373.66%-380.0pp |
| Employer contribution / active EE | $2,267 | $3,260-30.5% | $2,723-16.7% | $4,754-52.3% |
| Participant deferral / active EE | $7,632 | $5,224+46.1% | $4,443+71.8% | $6,712+13.7% |
| Admin fee / account holder | $9,210 | $6,603+39.5% | $5,381+71.2% | $11,409-19.3% |