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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 | $54,450 | $165,381-67.1% | $149,730-63.6% | $158,966-65.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -7.97% | 348.29%-356.3pp | 276.70%-284.7pp | 302.95%-310.9pp |
| Employer contribution / active EE | $4,141 | $5,104-18.9% | $4,645-10.9% | $4,762-13.1% |
| Participant deferral / active EE | $9,216 | $7,182+28.3% | $6,843+34.7% | $5,983+54.0% |
| Admin fee / account holder | $37,347 | $10,809+245.5% | $9,310+301.1% | $11,250+232.0% |