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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 | $47,897 | $82,674-42.1% | $125,381-61.8% | $68,486-30.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.16% | -5.97%-17.2pp | 572.31%-595.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $4,766 | $3,382+40.9% | $4,815-1.0% | $2,597+83.5% |
| Participant deferral / active EE | $7,684 | $6,111+25.7% | $7,448+3.2% | $4,028+90.8% |
| Admin fee / account holder | $3,817 | $6,277-39.2% | $10,007-61.9% | $5,404-29.4% |