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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 | $127,290 | $100,911+26.1% | $90,440+40.7% | $158,966-19.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -4.62% | 1726.62%-1731.2pp | 1294.38%-1299.0pp | 302.95%-307.6pp |
| Employer contribution / active EE | $3,333 | $3,690-9.7% | $3,263+2.2% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $907 | $6,507-86.1% | $5,615-83.8% | $11,250-91.9% |