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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 | $37,813 | $98,776-61.7% | $149,745-74.7% | $79,856-52.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -0.77% | 27.38%-28.1pp | 276.72%-277.5pp | 31.71%-32.5pp |
| Employer contribution / active EE | $720 | $3,217-77.6% | $4,646-84.5% | $2,471-70.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,974 | $6,053-17.8% | $9,312-46.6% | $5,306-6.3% |