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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 | $136,248 | $72,071+89.0% | $68,368+99.3% | $137,256-0.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.93% | 353.14%-349.2pp | 292.57%-288.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $30,039 | $2,788+977.5% | $2,649+1034.0% | $4,156+622.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $334,080 | $5,336+6161.4% | $5,150+6387.2% | $12,270+2622.7% |