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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 | $80,605 | $76,368+5.5% | $67,681+19.1% | $154,746-47.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 2.33% | 1066.77%-1064.4pp | 590.58%-588.3pp | 172.34%-170.0pp |
| Employer contribution / active EE | $6,327 | $3,151+100.8% | $2,678+136.2% | $4,379+44.5% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,477 | $8,559-59.4% | $6,100-43.0% | $14,365-75.8% |