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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 | $210,283 | $75,832+177.3% | $147,617+42.5% | $59,633+252.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -9.08% | 0.37%-9.4pp | 61.98%-71.1pp | 2041.45%-2050.5pp |
| Employer contribution / active EE | $6,668 | $3,485+91.3% | $5,564+19.8% | $2,203+202.7% |
| Participant deferral / active EE | $3,990 | $3,131+27.4% | $4,895-18.5% | $3,192+25.0% |
| Admin fee / account holder | $1,394 | $5,986-76.7% | $11,612-88.0% | $4,297-67.6% |