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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 | $86,010 | $88,815-3.2% | $81,882+5.0% | $145,897-41.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.15% | 1033.75%-1033.6pp | 779.47%-779.3pp | 552.29%-552.1pp |
| Employer contribution / active EE | $1,602 | $3,086-48.1% | $2,916-45.1% | $4,663-65.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,167 | $8,434-74.3% | $7,360-70.6% | $13,390-83.8% |