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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 | $62,182 | $98,766-37.0% | $149,730-58.5% | $79,852-22.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -7.34% | 27.43%-34.8pp | 276.70%-284.0pp | 31.72%-39.1pp |
| Employer contribution / active EE | $4,315 | $3,217+34.1% | $4,645-7.1% | $2,471+74.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,176 | $6,052-64.0% | $9,310-76.6% | $5,306-59.0% |