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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 | $96,268-10.4% | $143,412-39.8% | $86,983-0.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 78.5%+21.5pp | 69.5%+30.5pp |
| Annual return | -6.24% | 25.47%-31.7pp | 256.99%-263.2pp | 25.83%-32.1pp |
| Employer contribution / active EE | $18,014 | $3,080+484.8% | $3,748+380.6% | $2,584+597.0% |
| Participant deferral / active EE | $0 | $6,001-100.0% | $6,816-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,096 | $7,778+4.1% | $11,396-29.0% | $7,856+3.1% |