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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 | $46,606 | $90,486-48.5% | $78,676-40.8% | $273,972-83.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.72% | 75.62%-77.3pp | 62.19%-63.9pp | 41.46%-43.2pp |
| Employer contribution / active EE | $3,139 | $3,175-1.1% | $2,850+10.1% | $4,869-35.5% |
| Participant deferral / active EE | $6,127 | $3,901+57.1% | $3,517+74.2% | $5,287+15.9% |
| Admin fee / account holder | $773 | $5,263-85.3% | $4,510-82.9% | $10,133-92.4% |