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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 | $42,776 | $111,878-61.8% | $93,727-54.4% | $145,897-70.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 204.28%-204.3pp | 133.83%-133.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,223 | $3,092-28.1% | $2,421-8.2% | $4,663-52.3% |
| Participant deferral / active EE | $6,475 | $4,920+31.6% | $4,417+46.6% | $6,689-3.2% |
| Admin fee / account holder | $4,094 | $10,256-60.1% | $8,292-50.6% | $13,390-69.4% |