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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 | $81,933 | $110,093-25.6% | $97,295-15.8% | $145,897-43.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 244.76%-244.8pp | 75.62%-75.6pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,465 | $3,077+12.6% | $2,723+27.2% | $4,663-25.7% |
| Participant deferral / active EE | $10,344 | $4,678+121.1% | $4,264+142.6% | $6,689+54.6% |
| Admin fee / account holder | $8,889 | $6,212+43.1% | $5,646+57.4% | $13,390-33.6% |