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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 | $225,673-75.6% | $203,872-73.0% | $155,188-64.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | -0.74% | 95.91%-96.7pp | 85.11%-85.8pp | 148.84%-149.6pp |
| Employer contribution / active EE | $4,014 | $4,099-2.1% | $3,757+6.8% | $4,248-5.5% |
| Participant deferral / active EE | $7,175 | $6,893+4.1% | $6,388+12.3% | $6,531+9.9% |
| Admin fee / account holder | $633 | $12,327-94.9% | $11,730-94.6% | $14,480-95.6% |