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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 | $102,365 | $102,3820% | $147,005-30.4% | $80,874+26.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -0.50% | 134.89%-135.4pp | 418.76%-419.3pp | 35.62%-36.1pp |
| Employer contribution / active EE | $10,034 | $3,715+170.1% | $4,934+103.3% | $2,756+264.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,696 | $7,942-15.7% | $13,006-48.5% | $6,935-3.4% |