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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 | $81,593 | $90,486-9.8% | $78,676+3.7% | $273,972-70.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.58% | 75.62%-78.2pp | 62.19%-64.8pp | 41.46%-44.0pp |
| Employer contribution / active EE | $3,182 | $3,175+0.2% | $2,850+11.6% | $4,869-34.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,619 | $5,263-69.2% | $4,510-64.1% | $10,133-84.0% |