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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 | $200,574 | $114,093+75.8% | $96,171+108.6% | $167,536+19.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 4.91% | 190.00%-185.1pp | 192.04%-187.1pp | 478.82%-473.9pp |
| Employer contribution / active EE | $2,375 | $3,429-30.7% | $2,799-15.1% | $4,839-50.9% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $69,193 | $6,899+902.9% | $5,538+1149.3% | $12,315+461.9% |