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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 | $47,426 | $168,635-71.9% | $147,617-67.9% | $125,389-62.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.50% | 77.65%-83.2pp | 61.98%-67.5pp | 282.24%-287.7pp |
| Employer contribution / active EE | $3,025 | $6,252-51.6% | $5,564-45.6% | $4,866-37.8% |
| Participant deferral / active EE | $5,984 | $5,507+8.7% | $4,895+22.2% | $5,352+11.8% |
| Admin fee / account holder | $532 | $13,580-96.1% | $11,612-95.4% | $9,541-94.4% |