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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 | $57,778 | $88,672-34.8% | $105,223-45.1% | $82,448-29.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | -3.32% | 30.86%-34.2pp | 180.65%-184.0pp | 41.64%-45.0pp |
| Employer contribution / active EE | $6,502 | $3,048+113.3% | $3,689+76.3% | $2,551+154.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,131 | $7,146-14.2% | $8,859-30.8% | $7,234-15.2% |