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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 | $144,745 | $82,630+75.2% | $64,105+125.8% | $125,389+15.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.12% | 1489.72%-1493.8pp | 791.24%-795.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,617 | $2,671-2.0% | $1,820+43.8% | $4,866-46.2% |
| Participant deferral / active EE | $6,555 | $3,608+81.6% | $2,822+132.3% | $5,352+22.5% |
| Admin fee / account holder | $1,434 | $6,382-77.5% | $4,499-68.1% | $9,541-85.0% |