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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 | $34,038 | $90,486-62.4% | $78,676-56.7% | $273,972-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.78% | 75.62%-76.4pp | 62.19%-63.0pp | 41.46%-42.2pp |
| Employer contribution / active EE | $3,895 | $3,175+22.7% | $2,850+36.6% | $4,869-20.0% |
| Participant deferral / active EE | $10,045 | $3,901+157.5% | $3,517+185.6% | $5,287+90.0% |
| Admin fee / account holder | $61,722 | $5,263+1072.7% | $4,510+1268.6% | $10,133+509.1% |