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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 | $53,103 | $91,536-42.0% | $130,062-59.2% | $75,177-29.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.75% | -631.62%+638.4pp | -137.37%+144.1pp | 160.75%-154.0pp |
| Employer contribution / active EE | $2,455 | $2,845-13.7% | $4,322-43.2% | $2,671-8.1% |
| Participant deferral / active EE | $1,906 | $4,343-56.1% | $5,821-67.3% | $4,126-53.8% |
| Admin fee / account holder | $4,603 | $6,780-32.1% | $10,601-56.6% | $5,651-18.6% |