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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 | $233,094 | $102,696+127.0% | $86,235+170.3% | $139,487+67.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -1.74% | 1925.91%-1927.7pp | 1170.03%-1171.8pp | 373.84%-375.6pp |
| Employer contribution / active EE | $5,799 | $3,034+91.1% | $2,381+143.5% | $4,755+22.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,797 | $8,667-10.0% | $6,856+13.7% | $11,407-31.6% |