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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 | $149,565 | $99,011+51.1% | $86,582+72.7% | $147,586+1.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -2.83% | 1312.75%-1315.6pp | 965.08%-967.9pp | 578.59%-581.4pp |
| Employer contribution / active EE | $8,907 | $3,132+184.4% | $2,839+213.7% | $4,876+82.7% |
| Participant deferral / active EE | $9,291 | $3,972+133.9% | $3,609+157.5% | $5,439+70.8% |
| Admin fee / account holder | $621 | $5,709-89.1% | $4,904-87.3% | $10,886-94.3% |