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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 | $45,417 | $90,486-49.8% | $78,676-42.3% | $273,972-83.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.36% | 75.62%-76.0pp | 62.19%-62.5pp | 41.46%-41.8pp |
| Employer contribution / active EE | $4,479 | $3,175+41.1% | $2,850+57.1% | $4,869-8.0% |
| Participant deferral / active EE | $2,806 | $3,901-28.1% | $3,517-20.2% | $5,287-46.9% |
| Admin fee / account holder | $534 | $5,263-89.9% | $4,510-88.2% | $10,133-94.7% |