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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 | $83,104 | $100,895-17.6% | $90,430-8.1% | $158,950-47.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.06% | 1725.54%-1725.6pp | 1293.73%-1293.8pp | 302.91%-303.0pp |
| Employer contribution / active EE | $7,310 | $3,689+98.2% | $3,262+124.1% | $4,762+53.5% |
| Participant deferral / active EE | $7,208 | $4,347+65.8% | $3,963+81.9% | $5,983+20.5% |
| Admin fee / account holder | $1,209 | $6,505-81.4% | $5,613-78.5% | $11,248-89.2% |