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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 | $86,440 | $96,643-10.6% | $86,617-0.2% | $139,456-38.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 1.02% | 106.57%-105.6pp | 591.91%-590.9pp | 373.45%-372.4pp |
| Employer contribution / active EE | $1,711 | $3,264-47.6% | $3,023-43.4% | $4,753-64.0% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,167 | $6,406-66.2% | $5,613-61.4% | $11,407-81.0% |