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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 | $36,808 | $45,566-19.2% | $64,105-42.6% | $59,633-38.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.35% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $2,382 | $934+155.0% | $1,820+30.9% | $2,203+8.1% |
| Participant deferral / active EE | $4,595 | $2,057+123.4% | $2,822+62.9% | $3,192+44.0% |
| Admin fee / account holder | $9,278 | $3,268+183.9% | $4,499+106.2% | $4,297+115.9% |