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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 | $42,312 | $75,959-44.3% | $154,114-72.5% | $64,181-34.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.31% | 30.32%-38.6pp | 735.16%-743.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,309 | $3,350-1.2% | $5,298-37.5% | $2,381+39.0% |
| Participant deferral / active EE | $6,077 | $3,175+91.4% | $5,081+19.6% | $3,470+75.2% |
| Admin fee / account holder | $551 | $5,589-90.1% | $13,411-95.9% | $4,887-88.7% |