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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 | $87,146 | $107,368-18.8% | $92,915-6.2% | $152,909-43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -2.22% | 145.64%-147.9pp | 109.45%-111.7pp | 345.46%-347.7pp |
| Employer contribution / active EE | $3,500 | $4,222-17.1% | $3,653-4.2% | $4,764-26.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $860 | $7,082-87.9% | $5,796-85.2% | $11,601-92.6% |