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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 | $99,050 | $56,197+76.3% | $67,652+46.4% | $59,633+66.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -9.24% | 18508.10%-18517.3pp | 6625.40%-6634.6pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $2,174 | $1,615+34.6% | $2,266-4.1% | $2,203-1.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,812 | $3,958+21.6% | $4,821-0.2% | $4,297+12.0% |