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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 | $45,915 | $118,869-61.4% | $96,575-52.5% | $167,518-72.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -4.74% | 50.49%-55.2pp | 37.79%-42.5pp | 478.71%-483.5pp |
| Employer contribution / active EE | $2,573 | $3,120-17.5% | $2,357+9.2% | $4,838-46.8% |
| Participant deferral / active EE | $22,750 | $4,616+392.8% | $3,849+491.1% | $6,342+258.7% |
| Admin fee / account holder | $5,296 | $8,067-34.4% | $6,182-14.3% | $12,312-57.0% |