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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 | $97,136 | $118,708-18.2% | $98,920-1.8% | $158,982-38.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -0.31% | 372.49%-372.8pp | 196.47%-196.8pp | 302.99%-303.3pp |
| Employer contribution / active EE | $8,793 | $3,334+163.7% | $2,689+226.9% | $4,763+84.6% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $829 | $10,134-91.8% | $6,643-87.5% | $11,252-92.6% |