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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 | $164,140 | $78,694+108.6% | $67,652+142.6% | $125,389+30.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -11.43% | 9.46%-20.9pp | 6625.40%-6636.8pp | 282.24%-293.7pp |
| Employer contribution / active EE | $4,000 | $3,044+31.4% | $2,266+76.6% | $4,866-17.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $22,711 | $7,403+206.8% | $4,821+371.1% | $9,541+138.0% |