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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 | $102,3850% | $147,080-30.4% | $80,935+26.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -0.50% | 135.09%-135.6pp | 420.17%-420.7pp | 35.66%-36.2pp |
| Employer contribution / active EE | $10,034 | $3,717+170.0% | $4,933+103.4% | $2,757+264.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,696 | $7,951-15.8% | $12,989-48.4% | $6,924-3.3% |