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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 | $120,450 | $102,382+17.6% | $147,005-18.1% | $80,874+48.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 1.56% | 134.89%-133.3pp | 418.76%-417.2pp | 35.62%-34.1pp |
| Employer contribution / active EE | $18,837 | $3,715+407.1% | $4,934+281.8% | $2,756+583.6% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $23,820 | $7,942+199.9% | $13,006+83.1% | $6,935+243.5% |