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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 | $91,340 | $135,956-32.8% | $123,894-26.3% | $273,972-66.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.16% | 56.63%-57.8pp | 47.52%-48.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $4,666 | $5,170-9.7% | $4,617+1.1% | $4,869-4.2% |
| Participant deferral / active EE | $9,089 | $6,343+43.3% | $5,984+51.9% | $5,287+71.9% |
| Admin fee / account holder | $495 | $9,817-95.0% | $8,357-94.1% | $10,133-95.1% |