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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 | $230,325 | $97,732+135.7% | $83,831+174.7% | $135,380+70.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.61% | 1287.56%-1298.2pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $24,385 | $4,222+477.6% | $3,631+571.6% | $4,779+410.3% |
| Participant deferral / active EE | $15,638 | $4,683+233.9% | $4,082+283.1% | $5,609+178.8% |
| Admin fee / account holder | $58,898 | $6,675+782.4% | $5,479+975.0% | $10,828+443.9% |