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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 | $46,073 | $180,462-74.5% | $154,111-70.1% | $135,379-66.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.93% | 888.17%-897.1pp | 735.18%-744.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $45,815 | $6,036+659.1% | $5,298+764.8% | $4,779+858.7% |
| Participant deferral / active EE | $48,500 | $5,806+735.3% | $5,081+854.6% | $5,609+764.7% |
| Admin fee / account holder | $276,966 | $16,145+1615.5% | $13,411+1965.2% | $10,828+2457.9% |