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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 | $106,184 | $27,936+280.1% | $58,561+81.3% | $75,173+41.3% |
| Participation rate | 93.3% | 38.8%+54.5pp | 50.9%+42.5pp | 67.2%+26.1pp |
| Annual return | -0.86% | 44.21%-45.1pp | 4251.33%-4252.2pp | 160.72%-161.6pp |
| Employer contribution / active EE | $8,695 | $670+1198.7% | $1,053+725.4% | $2,671+225.6% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $870 | $1,727-49.6% | $2,520-65.5% | $5,651-84.6% |