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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 | $62,413 | $82,674-24.5% | $125,381-50.2% | $68,486-8.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,499 | $3,382-26.1% | $4,815-48.1% | $2,597-3.8% |
| Participant deferral / active EE | $4,418 | $6,111-27.7% | $7,448-40.7% | $4,028+9.7% |
| Admin fee / account holder | $1,073 | $6,277-82.9% | $10,007-89.3% | $5,404-80.1% |