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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 | $57,129 | $162,136-64.8% | $152,301-62.5% | $154,746-63.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -8.67% | 91.02%-99.7pp | 80.50%-89.2pp | 172.34%-181.0pp |
| Employer contribution / active EE | $1,023 | $4,890-79.1% | $4,624-77.9% | $4,379-76.6% |
| Participant deferral / active EE | $15,860 | $8,341+90.1% | $8,004+98.2% | $6,730+135.6% |
| Admin fee / account holder | $11,755 | $15,759-25.4% | $14,398-18.4% | $14,365-18.2% |