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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 | $189,931 | $90,486+109.9% | $78,676+141.4% | $273,972-30.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.55% | 75.62%-76.2pp | 62.19%-62.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $4,755 | $3,175+49.8% | $2,850+66.9% | $4,869-2.3% |
| Participant deferral / active EE | $2,256 | $3,901-42.2% | $3,517-35.8% | $5,287-57.3% |
| Admin fee / account holder | $66,832 | $5,263+1169.8% | $4,510+1381.8% | $10,133+559.6% |