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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 | $60,178 | $91,167-34.0% | $178,498-66.3% | $79,858-24.6% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | -0.74% | 24.19%-24.9pp | 151.09%-151.8pp | 31.72%-32.5pp |
| Employer contribution / active EE | $7,595 | $3,255+133.3% | $5,011+51.6% | $2,471+207.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,929 | $6,747-71.4% | $13,985-86.2% | $5,306-63.6% |