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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 | $84,900 | $217,427-61.0% | $185,837-54.3% | $167,518-49.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -6.57% | 148.39%-155.0pp | 122.08%-128.7pp | 478.71%-485.3pp |
| Employer contribution / active EE | $2,093 | $5,874-64.4% | $5,168-59.5% | $4,838-56.7% |
| Participant deferral / active EE | $5,935 | $6,357-6.6% | $5,568+6.6% | $6,342-6.4% |
| Admin fee / account holder | $615 | $19,816-96.9% | $16,241-96.2% | $12,312-95.0% |