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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 | $126,468 | $89,364+41.5% | $141,177-10.4% | $72,983+73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -0.95% | 111.86%-112.8pp | 71.40%-72.3pp | 81.01%-82.0pp |
| Employer contribution / active EE | $3,031 | $3,115-2.7% | $4,736-36.0% | $2,440+24.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $42,497 | $5,959+613.2% | $10,263+314.1% | $5,124+729.4% |