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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 | $289,211-80.9% | $260,467-78.8% | $198,609-72.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | -0.74% | 112.90%-113.6pp | 100.60%-101.3pp | 202.70%-203.4pp |
| Employer contribution / active EE | $4,014 | $4,663-13.9% | $4,239-5.3% | $5,055-20.6% |
| Participant deferral / active EE | $7,175 | $6,812+5.3% | $6,319+13.5% | $6,977+2.8% |
| Admin fee / account holder | $633 | $16,236-96.1% | $15,461-95.9% | $19,030-96.7% |