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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 | $180,674 | $150,447+20.1% | $136,298+32.6% | $147,586+22.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -11.14% | 1049.15%-1060.3pp | 5156.27%-5167.4pp | 578.59%-589.7pp |
| Employer contribution / active EE | $30,200 | $5,256+474.5% | $4,696+543.1% | $4,876+519.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $350 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |