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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 | $96,911 | $100,041-3.1% | $149,718-35.3% | $70,131+38.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -1.51% | 27.43%-28.9pp | 1501.70%-1503.2pp | 73.14%-74.6pp |
| Employer contribution / active EE | $5,380 | $3,662+46.9% | $5,444-1.2% | $2,342+129.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,355 | $8,286-47.4% | $11,283-61.4% | $4,645-6.3% |