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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 | $67,724 | $93,346-27.4% | $71,796-5.7% | $273,972-75.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -6.15% | 130.39%-136.5pp | 78.04%-84.2pp | 41.46%-47.6pp |
| Employer contribution / active EE | $429 | $2,733-84.3% | $1,924-77.7% | $4,869-91.2% |
| Participant deferral / active EE | $3,725 | $3,475+7.2% | $2,794+33.3% | $5,287-29.5% |
| Admin fee / account holder | $64,469 | $6,571+881.2% | $4,815+1238.9% | $10,133+536.2% |