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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 | $88,754-3.1% | $81,820+5.1% | $145,877-41.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.15% | 1031.77%-1031.6pp | 777.93%-777.8pp | 551.28%-551.1pp |
| Employer contribution / active EE | $1,602 | $3,085-48.1% | $2,915-45.0% | $4,663-65.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,167 | $8,424-74.3% | $7,391-70.7% | $13,402-83.8% |