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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 | $85,881 | $166,268-48.3% | $165,100-48.0% | $145,897-41.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -0.63% | 100.52%-101.1pp | 70.21%-70.8pp | 552.29%-552.9pp |
| Employer contribution / active EE | $9,868 | $5,284+86.8% | $4,348+127.0% | $4,663+111.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,068 | $16,659-63.6% | $12,696-52.2% | $13,390-54.7% |