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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 | $93,345-38.1% | $119,126-51.5% | $87,485-34.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | -3.32% | 19.08%-22.4pp | 282.11%-285.4pp | 26.06%-29.4pp |
| Employer contribution / active EE | $6,502 | $3,172+105.0% | $4,034+61.2% | $2,596+150.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,131 | $8,039-23.7% | $10,693-42.7% | $7,775-21.1% |