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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 | $66,013 | $91,537-27.9% | $130,045-49.2% | $75,173-12.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.75% | -631.55%+644.3pp | -137.30%+150.1pp | 160.72%-148.0pp |
| Employer contribution / active EE | $4,407 | $2,845+54.9% | $4,321+2.0% | $2,671+65.0% |
| Participant deferral / active EE | $2,061 | $4,343-52.5% | $5,820-64.6% | $4,126-50.1% |
| Admin fee / account holder | $5,014 | $6,780-26.1% | $10,600-52.7% | $5,651-11.3% |