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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 | $103,637 | $75,935+36.5% | $60,547+71.2% | $125,389-17.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -10.46% | -5.38%-5.1pp | 335.64%-346.1pp | 282.24%-292.7pp |
| Employer contribution / active EE | $703 | $3,438-79.6% | $2,419-70.9% | $4,866-85.6% |
| Participant deferral / active EE | $1,167 | $4,506-74.1% | $3,328-64.9% | $5,352-78.2% |
| Admin fee / account holder | $1,938 | $6,768-71.4% | $4,536-57.3% | $9,541-79.7% |