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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 | $40,920 | $185,883-78.0% | $170,043-75.9% | $139,466-70.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -0.02% | 60.54%-60.6pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,626 | $7,596-65.4% | $6,790-61.3% | $4,754-44.8% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,265 | $15,393-78.8% | $12,824-74.5% | $11,409-71.4% |