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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 | $164,738 | $88,754+85.6% | $81,820+101.3% | $145,877+12.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -52.75% | 1031.77%-1084.5pp | 777.93%-830.7pp | 551.28%-604.0pp |
| Employer contribution / active EE | $10,282 | $3,085+233.3% | $2,915+252.7% | $4,663+120.5% |
| Participant deferral / active EE | $6,950 | $4,648+49.5% | $4,323+60.8% | $6,691+3.9% |
| Admin fee / account holder | $18,324 | $8,424+117.5% | $7,391+147.9% | $13,402+36.7% |