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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 | $36,813 | $75,828-51.5% | $147,617-75.1% | $59,632-38.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.01% | 0.37%-3.4pp | 61.98%-65.0pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $1,528 | $3,485-56.2% | $5,565-72.5% | $2,203-30.6% |
| Participant deferral / active EE | $4,809 | $3,130+53.6% | $4,895-1.8% | $3,192+50.7% |
| Admin fee / account holder | $9,251 | $5,985+54.6% | $11,611-20.3% | $4,297+115.3% |