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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 | $49,672 | $106,923-53.5% | $84,023-40.9% | $152,909-67.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | -4.30% | 105.02%-109.3pp | 71.32%-75.6pp | 345.46%-349.8pp |
| Employer contribution / active EE | $1,954 | $2,735-28.6% | $1,984-1.5% | $4,764-59.0% |
| Participant deferral / active EE | $5,157 | $4,013+28.5% | $3,239+59.2% | $5,851-11.9% |
| Admin fee / account holder | $11,759 | $8,289+41.9% | $6,102+92.7% | $11,601+1.4% |