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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 | $47,560 | $44,850+6.0% | $60,547-21.5% | $59,632-20.2% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -3.69% | 1074.14%-1077.8pp | 335.64%-339.3pp | 2041.32%-2045.0pp |
| Employer contribution / active EE | $3,204 | $1,462+119.2% | $2,419+32.4% | $2,203+45.5% |
| Participant deferral / active EE | $3,314 | $2,230+48.6% | $3,328-0.4% | $3,192+3.8% |
| Admin fee / account holder | $1,908 | $3,635-47.5% | $4,536-57.9% | $4,297-55.6% |