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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 | $53,167 | $90,509-41.3% | $78,693-32.4% | $273,968-80.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -6.32% | 75.61%-81.9pp | 62.18%-68.5pp | 41.45%-47.8pp |
| Employer contribution / active EE | $9,885 | $3,175+211.3% | $2,850+246.8% | $4,869+103.0% |
| Participant deferral / active EE | $2,557 | $3,901-34.5% | $3,517-27.3% | $5,287-51.6% |
| Admin fee / account holder | $8,470 | $5,264+60.9% | $4,511+87.8% | $10,132-16.4% |