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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 | $97,666 | $75,832+28.8% | $147,617-33.8% | $59,633+63.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.58% | 0.37%-3.9pp | 61.98%-65.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $13,279 | $3,485+281.0% | $5,564+138.6% | $2,203+502.9% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,304 | $5,986-61.5% | $11,612-80.2% | $4,297-46.4% |