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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 | $68,840 | $85,766-19.7% | $136,298-49.5% | $70,126-1.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -3.59% | 31.46%-35.0pp | 5156.27%-5159.9pp | 73.15%-76.7pp |
| Employer contribution / active EE | $4,794 | $2,966+61.6% | $4,696+2.1% | $2,343+104.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,830 | $5,421-66.2% | $9,244-80.2% | $4,645-60.6% |