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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 | $79,037 | $90,509-12.7% | $78,693+0.4% | $273,968-71.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.30% | 75.61%-76.9pp | 62.18%-63.5pp | 41.45%-42.8pp |
| Employer contribution / active EE | $6,010 | $3,175+89.3% | $2,850+110.9% | $4,869+23.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $787 | $5,264-85.1% | $4,511-82.6% | $10,132-92.2% |