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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 | $55,103 | $208,088-73.5% | $186,193-70.4% | $154,746-64.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | -0.74% | 89.97%-90.7pp | 78.03%-78.8pp | 172.34%-173.1pp |
| Employer contribution / active EE | $4,014 | $4,340-7.5% | $3,918+2.5% | $4,379-8.3% |
| Participant deferral / active EE | $7,175 | $7,078+1.4% | $6,513+10.2% | $6,730+6.6% |
| Admin fee / account holder | $633 | $11,698-94.6% | $11,058-94.3% | $14,365-95.6% |