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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 | $80,529 | $90,486-11.0% | $78,676+2.4% | $273,972-70.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.91% | 75.62%-79.5pp | 62.19%-66.1pp | 41.46%-45.4pp |
| Employer contribution / active EE | $3,352 | $3,175+5.6% | $2,850+17.6% | $4,869-31.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,183 | $5,263+359.5% | $4,510+436.2% | $10,133+138.7% |