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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 | $85,151 | $106,005-19.7% | $92,239-7.7% | $147,585-42.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -5.75% | 50.05%-55.8pp | 176.29%-182.0pp | 578.58%-584.3pp |
| Employer contribution / active EE | $3,919 | $4,333-9.6% | $3,680+6.5% | $4,876-19.6% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+207.9% | $5,439+120.6% |
| Admin fee / account holder | $110,212 | $6,333+1640.3% | $5,194+2021.9% | $10,886+912.5% |