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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 | $68,179 | $118,877-42.6% | $96,570-29.4% | $167,536-59.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -0.19% | 50.50%-50.7pp | 37.79%-38.0pp | 478.82%-479.0pp |
| Employer contribution / active EE | $11,759 | $3,121+276.8% | $2,357+398.9% | $4,839+143.0% |
| Participant deferral / active EE | $7,795 | $4,617+68.8% | $3,849+102.5% | $6,342+22.9% |
| Admin fee / account holder | $482 | $8,069-94.0% | $6,182-92.2% | $12,315-96.1% |