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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 | $27,222 | $183,592-85.2% | $155,574-82.5% | $145,877-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.18% | 61.37%-61.6pp | 64.87%-65.0pp | 551.28%-551.5pp |
| Employer contribution / active EE | $5,184 | $5,317-2.5% | $4,676+10.9% | $4,663+11.2% |
| Participant deferral / active EE | $6,430 | $6,466-0.6% | $5,629+14.2% | $6,691-3.9% |
| Admin fee / account holder | $175,772 | $19,316+810.0% | $15,914+1004.5% | $13,402+1211.5% |