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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 | $85,660 | $91,179-6.1% | $178,499-52.0% | $79,852+7.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -2.39% | 24.19%-26.6pp | 151.10%-153.5pp | 31.72%-34.1pp |
| Employer contribution / active EE | $3,606 | $3,256+10.8% | $5,011-28.0% | $2,471+45.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,931 | $6,749-56.6% | $13,986-79.0% | $5,306-44.8% |