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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 | $64,891 | $63,346+2.4% | $92,240-29.6% | $70,126-7.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -0.06% | 530.19%-530.2pp | 176.29%-176.4pp | 73.15%-73.2pp |
| Employer contribution / active EE | $8,045 | $2,471+225.5% | $3,680+118.6% | $2,343+243.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,257 | $3,841-15.2% | $5,194-37.3% | $4,645-29.9% |