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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 | $107,079-19.4% | $151,266-43.0% | $87,485-1.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 77.0%+23.0pp | 68.9%+31.1pp |
| Annual return | -6.24% | 22.17%-28.4pp | 180.60%-186.8pp | 26.06%-32.3pp |
| Employer contribution / active EE | $18,014 | $3,174+467.5% | $4,237+325.2% | $2,596+593.9% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,096 | $8,059+0.5% | $13,159-38.5% | $7,775+4.1% |