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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 | $77,475 | $111,787-30.7% | $93,681-17.3% | $145,978-46.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.67% | 203.52%-201.9pp | 133.47%-131.8pp | 550.52%-548.9pp |
| Employer contribution / active EE | $17,994 | $3,093+481.7% | $2,422+642.9% | $4,662+286.0% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $72,435 | $10,256+606.3% | $8,290+773.8% | $13,400+440.5% |