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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 | $183,057 | $100,938+81.4% | $90,461+102.4% | $158,982+15.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -8.84% | 1727.20%-1736.0pp | 1294.76%-1303.6pp | 302.99%-311.8pp |
| Employer contribution / active EE | $1,714 | $3,691-53.6% | $3,264-47.5% | $4,763-64.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,984 | $6,510-54.2% | $5,617-46.9% | $11,252-73.5% |