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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 | $120,887 | $78,694+53.6% | $67,652+78.7% | $125,389-3.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.61% | 9.46%-14.1pp | 6625.40%-6630.0pp | 282.24%-286.9pp |
| Employer contribution / active EE | $14,307 | $3,044+370.0% | $2,266+531.5% | $4,866+194.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,349 | $7,403-0.7% | $4,821+52.4% | $9,541-23.0% |