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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 | $59,677 | $65,367-8.7% | $92,915-35.8% | $72,976-18.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -3.50% | 42.11%-45.6pp | 109.45%-113.0pp | 81.02%-84.5pp |
| Employer contribution / active EE | $9,188 | $2,594+254.2% | $3,653+151.5% | $2,440+276.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,153 | $4,251+21.2% | $5,796-11.1% | $5,124+0.6% |