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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 | $140,021 | $90,486+54.7% | $78,676+78.0% | $273,972-48.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.65% | 75.62%-76.3pp | 62.19%-62.8pp | 41.46%-42.1pp |
| Employer contribution / active EE | $4,308 | $3,175+35.7% | $2,850+51.1% | $4,869-11.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $74,574 | $5,263+1316.9% | $4,510+1553.5% | $10,133+636.0% |