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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 | $56,161 | $157,296-64.3% | $141,191-60.2% | $152,897-63.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -5.69% | 64.34%-70.0pp | 71.41%-77.1pp | 345.43%-351.1pp |
| Employer contribution / active EE | $1,356 | $5,262-74.2% | $4,736-71.4% | $4,764-71.5% |
| Participant deferral / active EE | $7,069 | $7,111-0.6% | $6,710+5.3% | $5,851+20.8% |
| Admin fee / account holder | $1,320 | $12,125-89.1% | $10,264-87.1% | $11,599-88.6% |