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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 | $112,897 | $49,255+129.2% | $70,494+60.2% | $79,856+41.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | -2.43% | 30.10%-32.5pp | 109.16%-111.6pp | 31.71%-34.1pp |
| Employer contribution / active EE | $6,995 | $2,100+233.1% | $2,738+155.5% | $2,471+183.1% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,931 | $2,879-32.9% | $3,848-49.8% | $5,306-63.6% |