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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 | $41,841 | $135,645-69.2% | $110,243-62.0% | $135,379-69.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.76% | 513.24%-523.0pp | 314.76%-324.5pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,663 | $4,907-45.7% | $3,827-30.4% | $4,779-44.3% |
| Participant deferral / active EE | $6,084 | $5,507+10.5% | $4,672+30.2% | $5,609+8.5% |
| Admin fee / account holder | $562 | $11,458-95.1% | $8,548-93.4% | $10,828-94.8% |