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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 | $83,221 | $78,707+5.7% | $117,861-29.4% | $70,126+18.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -3.93% | 23.30%-27.2pp | 335.11%-339.0pp | 73.15%-77.1pp |
| Employer contribution / active EE | $3,677 | $2,223+65.4% | $3,786-2.9% | $2,343+57.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,140 | $5,066+41.0% | $8,021-11.0% | $4,645+53.7% |