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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 | $81,841 | $85,766-4.6% | $136,295-40.0% | $70,131+16.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -1.96% | 31.45%-33.4pp | 5155.97%-5157.9pp | 73.14%-75.1pp |
| Employer contribution / active EE | $6,279 | $2,966+111.7% | $4,695+33.7% | $2,342+168.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,541 | $5,420+2.2% | $9,243-40.1% | $4,645+19.3% |