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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 | $57,892 | $98,776-41.4% | $149,745-61.3% | $79,856-27.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -3.47% | 27.38%-30.8pp | 276.72%-280.2pp | 31.71%-35.2pp |
| Employer contribution / active EE | $3,849 | $3,217+19.6% | $4,646-17.2% | $2,471+55.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,116 | $6,053-81.6% | $9,312-88.0% | $5,306-79.0% |