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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 | $88,102 | $106,923-17.6% | $84,023+4.9% | $152,909-42.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -0.87% | 105.02%-105.9pp | 71.32%-72.2pp | 345.46%-346.3pp |
| Employer contribution / active EE | $6,638 | $2,735+142.7% | $1,984+234.6% | $4,764+39.3% |
| Participant deferral / active EE | $1,950 | $4,013-51.4% | $3,239-39.8% | $5,851-66.7% |
| Admin fee / account holder | $608 | $8,289-92.7% | $6,102-90.0% | $11,601-94.8% |