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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 | $73,833 | $168,635-56.2% | $147,617-50.0% | $125,389-41.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.06% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,458 | $6,252-76.7% | $5,564-73.8% | $4,866-70.0% |
| Participant deferral / active EE | $3,282 | $5,507-40.4% | $4,895-33.0% | $5,352-38.7% |
| Admin fee / account holder | $380 | $13,580-97.2% | $11,612-96.7% | $9,541-96.0% |