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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 | $73,229 | $107,944-32.2% | $91,994-20.4% | $152,885-52.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 1.82% | 89.26%-87.4pp | 69.03%-67.2pp | 345.39%-343.6pp |
| Employer contribution / active EE | $8,528 | $4,210+102.6% | $3,452+147.0% | $4,763+79.1% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,221 | $10,521+101.7% | $7,743+174.0% | $11,598+83.0% |