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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 | $90,708 | $228,352-60.3% | $185,835-51.2% | $158,966-42.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.84% | 40.81%-41.6pp | 35.96%-36.8pp | 302.95%-303.8pp |
| Employer contribution / active EE | $1,264 | $4,967-74.6% | $4,087-69.1% | $4,762-73.5% |
| Participant deferral / active EE | $1,428 | $6,416-77.8% | $5,633-74.7% | $5,983-76.1% |
| Admin fee / account holder | $1,303,270 | $11,867+10882.8% | $9,502+13615.8% | $11,250+11484.6% |