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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 | $33,129 | $182,442-81.8% | $163,379-79.7% | $138,895-76.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | -0.22% | 72.74%-73.0pp | 63.41%-63.6pp | 145.39%-145.6pp |
| Employer contribution / active EE | $15,736 | $4,159+278.3% | $3,752+319.4% | $4,194+275.2% |
| Participant deferral / active EE | $9,607 | $6,817+40.9% | $6,282+52.9% | $6,396+50.2% |
| Admin fee / account holder | $116,800 | $10,396+1023.6% | $9,818+1089.7% | $12,562+829.8% |