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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 | $42,101 | $58,311-27.8% | $81,882-48.6% | $80,959-48.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -4.45% | 41.85%-46.3pp | 779.47%-783.9pp | 35.67%-40.1pp |
| Employer contribution / active EE | $3,057 | $2,347+30.3% | $2,916+4.8% | $2,757+10.9% |
| Participant deferral / active EE | $2,097 | $3,287-36.2% | $4,323-51.5% | $4,300-51.2% |
| Admin fee / account holder | $5,838 | $4,752+22.8% | $7,360-20.7% | $6,925-15.7% |