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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 | $83,950 | $227,566-63.1% | $189,558-55.7% | $167,518-49.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | -0.64% | 78.43%-79.1pp | 64.19%-64.8pp | 478.71%-479.4pp |
| Employer contribution / active EE | $4,781 | $5,316-10.1% | $4,412+8.4% | $4,838-1.2% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,277 | $11,881-89.3% | $9,809-87.0% | $12,312-89.6% |