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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 | $109,320 | $56,200+94.5% | $67,653+61.6% | $59,633+83.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -30.70% | 18506.71%-18537.4pp | 6625.22%-6655.9pp | 2041.40%-2072.1pp |
| Employer contribution / active EE | $7,062 | $1,615+337.4% | $2,266+211.7% | $2,203+220.6% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,762 | $3,959-30.2% | $4,821-42.7% | $4,297-35.7% |