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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 | $31,001 | $183,627-83.1% | $155,602-80.1% | $145,978-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -5.77% | 61.32%-67.1pp | 64.81%-70.6pp | 550.52%-556.3pp |
| Employer contribution / active EE | $4,951 | $5,316-6.9% | $4,675+5.9% | $4,662+6.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,594 | $19,327-91.8% | $15,923-90.0% | $13,400-88.1% |