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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 | $72,087 | $98,776-27.0% | $149,745-51.9% | $79,856-9.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -1.41% | 27.38%-28.8pp | 276.72%-278.1pp | 31.71%-33.1pp |
| Employer contribution / active EE | $11,291 | $3,217+250.9% | $4,646+143.0% | $2,471+356.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,225 | $6,053+35.9% | $9,312-11.7% | $5,306+55.0% |