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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 | $35,965 | $183,539-80.4% | $155,556-76.9% | $145,897-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -0.15% | 61.31%-61.5pp | 64.84%-65.0pp | 552.29%-552.4pp |
| Employer contribution / active EE | $15,250 | $5,315+186.9% | $4,675+226.2% | $4,663+227.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $533 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |