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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 | $172,367 | $84,684+103.5% | $73,835+133.4% | $125,388+37.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -15.56% | 3123.93%-3139.5pp | 2268.13%-2283.7pp | 282.24%-297.8pp |
| Employer contribution / active EE | $19,047 | $3,123+509.8% | $2,788+583.3% | $4,866+291.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $961,000 | $5,691+16786.8% | $4,880+19594.4% | $9,541+9972.7% |