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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 | $49,798 | $98,776-49.6% | $149,745-66.7% | $79,856-37.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -0.62% | 27.38%-28.0pp | 276.72%-277.3pp | 31.71%-32.3pp |
| Employer contribution / active EE | $11,207 | $3,217+248.3% | $4,646+141.2% | $2,471+353.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,830 | $6,053-20.2% | $9,312-48.1% | $5,306-9.0% |