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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 | $63,089 | $90,691-30.4% | $76,119-17.1% | $145,884-56.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -0.71% | 624.52%-625.2pp | 361.25%-362.0pp | 551.85%-552.6pp |
| Employer contribution / active EE | $15,954 | $3,329+379.3% | $2,693+492.5% | $4,662+242.2% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,307 | $8,383-60.6% | $6,421-48.5% | $13,392-75.3% |