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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 | $46,155 | $166,268-72.2% | $165,100-72.0% | $145,897-68.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.32% | 100.52%-94.2pp | 70.21%-63.9pp | 552.29%-546.0pp |
| Employer contribution / active EE | $4,091 | $5,284-22.6% | $4,348-5.9% | $4,663-12.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $32,618 | $16,659+95.8% | $12,696+156.9% | $13,390+143.6% |