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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 | $77,599 | $65,361+18.7% | $92,903-16.5% | $72,983+6.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -2.07% | 42.11%-44.2pp | 109.43%-111.5pp | 81.01%-83.1pp |
| Employer contribution / active EE | $14,898 | $2,594+474.3% | $3,653+307.8% | $2,440+510.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,018 | $4,251-76.0% | $5,795-82.4% | $5,124-80.1% |