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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 | $86,281 | $99,971-13.7% | $161,596-46.6% | $94,015-8.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 80.7%+19.3pp | 70.8%+29.2pp |
| Annual return | -6.24% | 15.93%-22.2pp | 389.92%-396.2pp | 17.84%-24.1pp |
| Employer contribution / active EE | $18,014 | $3,559+406.1% | $3,977+353.0% | $2,790+545.7% |
| Participant deferral / active EE | $0 | $6,320-100.0% | $6,750-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,096 | $6,999+15.7% | $13,161-38.5% | $8,951-9.6% |