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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 | $58,026 | $93,598-38.0% | $135,974-57.3% | $75,173-22.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -2.20% | 30.89%-33.1pp | 68.30%-70.5pp | 160.72%-162.9pp |
| Employer contribution / active EE | $3,171 | $3,538-10.4% | $4,859-34.7% | $2,671+18.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,000 | $6,978-85.7% | $10,767-90.7% | $5,651-82.3% |