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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 | $82,311 | $125,184-34.2% | $105,607-22.1% | $145,884-43.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -0.86% | 225.00%-225.9pp | 116.11%-117.0pp | 551.85%-552.7pp |
| Employer contribution / active EE | $9,789 | $3,720+163.1% | $3,167+209.1% | $4,662+110.0% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $632 | $17,133-96.3% | $10,958-94.2% | $13,392-95.3% |