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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 | $56,217 | $135,956-58.7% | $123,894-54.6% | $273,972-79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.85% | 56.63%-58.5pp | 47.52%-49.4pp | 41.46%-43.3pp |
| Employer contribution / active EE | $1,173 | $5,170-77.3% | $4,617-74.6% | $4,869-75.9% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $880 | $9,817-91.0% | $8,357-89.5% | $10,133-91.3% |