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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 | $64,349 | $81,643-21.2% | $70,462-8.7% | $158,950-59.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -0.23% | 208.51%-208.7pp | 109.08%-109.3pp | 302.91%-303.1pp |
| Employer contribution / active EE | $3,399 | $3,218+5.6% | $2,737+24.2% | $4,762-28.6% |
| Participant deferral / active EE | $9,581 | $4,555+110.4% | $3,710+158.3% | $5,983+60.1% |
| Admin fee / account holder | $12,089 | $6,194+95.2% | $3,845+214.4% | $11,248+7.5% |