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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 | $69,209 | $78,694-12.1% | $67,652+2.3% | $125,389-44.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.14% | 9.46%-13.6pp | 6625.40%-6629.5pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,747 | $3,044-9.7% | $2,266+21.3% | $4,866-43.5% |
| Participant deferral / active EE | $3,963 | $4,292-7.7% | $3,560+11.3% | $5,352-25.9% |
| Admin fee / account holder | $5,791 | $7,403-21.8% | $4,821+20.1% | $9,541-39.3% |