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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 | $57,607 | $64,324-10.4% | $118,946-51.6% | $79,852-27.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -13.72% | 86.45%-100.2pp | 35.89%-49.6pp | 31.72%-45.4pp |
| Employer contribution / active EE | $2,809 | $1,836+53.0% | $3,263-13.9% | $2,471+13.7% |
| Participant deferral / active EE | $5,450 | $2,824+93.0% | $4,266+27.8% | $3,740+45.7% |
| Admin fee / account holder | $686 | $4,040-83.0% | $6,581-89.6% | $5,306-87.1% |