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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 | $56,881 | $91,559-37.9% | $133,971-57.5% | $79,852-28.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -0.79% | 61.85%-62.6pp | 45.09%-45.9pp | 31.72%-32.5pp |
| Employer contribution / active EE | $1,226 | $2,384-48.6% | $3,919-68.7% | $2,471-50.4% |
| Participant deferral / active EE | $3,604 | $3,734-3.5% | $5,047-28.6% | $3,740-3.7% |
| Admin fee / account holder | $361 | $6,321-94.3% | $8,929-96.0% | $5,306-93.2% |