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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 | $74,738 | $48,364+54.5% | $71,796+4.1% | $62,881+18.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -5.23% | 13.16%-18.4pp | 78.04%-83.3pp | 20.14%-25.4pp |
| Employer contribution / active EE | $6,000 | $1,042+475.9% | $1,924+211.8% | $2,281+163.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $875 | $3,771-76.8% | $4,815-81.8% | $4,296-79.6% |