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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 | $50,776 | $101,763-50.1% | $164,866-69.2% | $80,874-37.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | -6.52% | 16.73%-23.2pp | 69.97%-76.5pp | 35.62%-42.1pp |
| Employer contribution / active EE | $7,462 | $2,954+152.6% | $4,343+71.8% | $2,756+170.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,296 | $8,228-59.9% | $12,689-74.0% | $6,935-52.5% |