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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 | $76,048 | $90,486-16.0% | $78,676-3.3% | $273,972-72.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.25% | 75.62%-76.9pp | 62.19%-63.4pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,620 | $3,175+45.5% | $2,850+62.1% | $4,869-5.1% |
| Participant deferral / active EE | $6,282 | $3,901+61.0% | $3,517+78.6% | $5,287+18.8% |
| Admin fee / account holder | $22,509 | $5,263+327.7% | $4,510+399.1% | $10,133+122.1% |