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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 | $46,782 | $45,152+3.6% | $73,835-36.6% | $59,633-21.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.72% | 27.40%-30.1pp | 2268.13%-2270.8pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $4,492 | $1,901+136.3% | $2,788+61.1% | $2,203+103.9% |
| Participant deferral / active EE | $3,590 | $2,573+39.5% | $3,583+0.2% | $3,192+12.5% |
| Admin fee / account holder | $4,573 | $3,515+30.1% | $4,880-6.3% | $4,297+6.4% |