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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 | $61,027 | $61,815-1.3% | $97,295-37.3% | $80,959-24.6% |
| Participation rate | 97.4% | 63.5%+33.9pp | 72.7%+24.7pp | 67.7%+29.7pp |
| Annual return | 0.46% | -558.73%+559.2pp | 75.62%-75.2pp | 35.67%-35.2pp |
| Employer contribution / active EE | $7,789 | $1,836+324.2% | $2,723+186.1% | $2,757+182.5% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,184 | $5,166-19.0% | $5,646-25.9% | $6,925-39.6% |