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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 | $192,318 | $81,749+135.3% | $58,544+228.5% | $139,456+37.9% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | -2.00% | 7425.45%-7427.4pp | 4249.56%-4251.6pp | 373.45%-375.4pp |
| Employer contribution / active EE | $3,275 | $1,398+134.3% | $1,053+211.0% | $4,753-31.1% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,142 | $3,272+209.9% | $2,520+302.5% | $11,407-11.1% |