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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 | $95,972 | $56,197+70.8% | $67,652+41.9% | $59,633+60.9% |
| Participation rate | 98.4% | 71.5%+26.9pp | 75.7%+22.7pp | 68.7%+29.7pp |
| Annual return | -23.54% | 18508.10%-18531.6pp | 6625.40%-6648.9pp | 2041.45%-2065.0pp |
| Employer contribution / active EE | $7,297 | $1,615+351.9% | $2,266+222.1% | $2,203+231.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $14,886 | $3,958+276.1% | $4,821+208.8% | $4,297+246.4% |