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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 | $60,763 | $91,198-33.4% | $178,503-66.0% | $79,856-23.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.69% | 24.20%-20.5pp | 151.12%-147.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $2,080 | $3,257-36.1% | $5,011-58.5% | $2,471-15.8% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11,383 | $6,748+68.7% | $13,987-18.6% | $5,306+114.5% |