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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 | $61,501 | $78,694-21.8% | $67,652-9.1% | $125,389-51.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.17% | 9.46%-14.6pp | 6625.40%-6630.6pp | 282.24%-287.4pp |
| Employer contribution / active EE | $4,979 | $3,044+63.6% | $2,266+119.8% | $4,866+2.3% |
| Participant deferral / active EE | $10,245 | $4,292+138.7% | $3,560+187.8% | $5,352+91.4% |
| Admin fee / account holder | $422 | $7,403-94.3% | $4,821-91.2% | $9,541-95.6% |