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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 | $85,703 | $209,425-59.1% | $178,499-52.0% | $158,966-46.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.54% | 188.80%-190.3pp | 151.10%-152.6pp | 302.95%-304.5pp |
| Employer contribution / active EE | $1,550 | $5,707-72.8% | $5,011-69.1% | $4,762-67.5% |
| Participant deferral / active EE | $3,609 | $5,955-39.4% | $5,202-30.6% | $5,983-39.7% |
| Admin fee / account holder | $692 | $17,078-96.0% | $13,986-95.1% | $11,250-93.9% |