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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 | $61,961 | $57,352+8.0% | $83,831-26.1% | $64,173-3.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.78% | 11.38%-22.2pp | 850.99%-861.8pp | 7.63%-18.4pp |
| Employer contribution / active EE | $3,881 | $2,546+52.5% | $3,631+6.9% | $2,381+63.0% |
| Participant deferral / active EE | $5,719 | $2,993+91.1% | $4,082+40.1% | $3,470+64.8% |
| Admin fee / account holder | $879 | $4,046-78.3% | $5,479-83.9% | $4,887-82.0% |