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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 | $178,967 | $96,643+85.2% | $86,617+106.6% | $139,456+28.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.20% | 106.57%-106.4pp | 591.91%-591.7pp | 373.45%-373.2pp |
| Employer contribution / active EE | $22,150 | $3,264+578.5% | $3,023+632.6% | $4,753+366.0% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $82,402 | $6,406+1186.3% | $5,613+1368.1% | $11,407+622.4% |