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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 | $70,237 | $85,766-18.1% | $136,295-48.5% | $70,131+0.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -2.13% | 31.45%-33.6pp | 5155.97%-5158.1pp | 73.14%-75.3pp |
| Employer contribution / active EE | $7,857 | $2,966+164.9% | $4,695+67.3% | $2,342+235.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $310 | $5,420-94.3% | $9,243-96.6% | $4,645-93.3% |