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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 | $30,249 | $106,001-71.5% | $92,235-67.2% | $147,585-79.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | -0.00% | 50.05%-50.1pp | 176.28%-176.3pp | 578.56%-578.6pp |
| Employer contribution / active EE | $5,556 | $4,333+28.2% | $3,679+51.0% | $4,876+13.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,379 | $6,332-46.6% | $5,194-34.9% | $10,885-69.0% |