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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 | $63,908 | $124,330-48.6% | $109,173-41.5% | $167,536-61.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -0.78% | 26.04%-26.8pp | 25.75%-26.5pp | 478.82%-479.6pp |
| Employer contribution / active EE | $8,151 | $4,209+93.7% | $3,723+118.9% | $4,839+68.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,524 | $7,974-5.6% | $6,755+11.4% | $12,315-38.9% |