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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 | $98,287 | $45,566+115.7% | $64,105+53.3% | $59,633+64.8% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -9.30% | 4.95%-14.3pp | 791.24%-800.5pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $563 | $934-39.8% | $1,820-69.1% | $2,203-74.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,458 | $3,268+36.4% | $4,499-0.9% | $4,297+3.8% |