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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 | $101,302-14.8% | $149,600-42.3% | $82,637+4.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | -6.24% | 21.39%-27.6pp | 129.59%-135.8pp | 53.51%-59.7pp |
| Employer contribution / active EE | $18,014 | $3,099+481.2% | $4,193+329.6% | $2,552+605.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $7,203-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,096 | $8,449-4.2% | $13,963-42.0% | $7,339+10.3% |