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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 | $54,627 | $77,638-29.6% | $156,551-65.1% | $62,881-13.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.56% | 50.33%-51.9pp | 32.23%-33.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $2,614 | $3,444-24.1% | $5,501-52.5% | $2,281+14.6% |
| Participant deferral / active EE | $3,851 | $3,046+26.5% | $4,871-20.9% | $3,203+20.2% |
| Admin fee / account holder | $9,111 | $5,561+63.8% | $13,028-30.1% | $4,296+112.1% |