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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 | $46,213 | $82,674-44.1% | $125,381-63.1% | $68,486-32.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.31%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $8,095 | $3,382+139.4% | $4,815+68.1% | $2,597+211.7% |
| Participant deferral / active EE | $8,139 | $6,111+33.2% | $7,448+9.3% | $4,028+102.1% |
| Admin fee / account holder | $1,616 | $6,277-74.3% | $10,007-83.9% | $5,404-70.1% |