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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 | $30,616 | $168,635-81.8% | $147,617-79.3% | $125,389-75.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.35% | 77.65%-82.0pp | 61.98%-66.3pp | 282.24%-286.6pp |
| Employer contribution / active EE | $4,203 | $6,252-32.8% | $5,564-24.5% | $4,866-13.6% |
| Participant deferral / active EE | $3,817 | $5,507-30.7% | $4,895-22.0% | $5,352-28.7% |
| Admin fee / account holder | $977 | $13,580-92.8% | $11,612-91.6% | $9,541-89.8% |