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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 | $124,551 | $99,079+25.7% | $78,002+59.7% | $273,970-54.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -1.70% | 217.93%-219.6pp | 425.99%-427.7pp | 41.46%-43.2pp |
| Employer contribution / active EE | $6,000 | $3,308+81.4% | $2,470+142.9% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,215 | $8,954+25.2% | $5,481+104.6% | $10,132+10.7% |