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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 | $46,697 | $76,368-38.9% | $67,681-31.0% | $154,746-69.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | -11.76% | 1066.77%-1078.5pp | 590.58%-602.3pp | 172.34%-184.1pp |
| Employer contribution / active EE | $2,599 | $3,151-17.5% | $2,678-2.9% | $4,379-40.6% |
| Participant deferral / active EE | $3,982 | $4,824-17.5% | $3,976+0.1% | $6,730-40.8% |
| Admin fee / account holder | $615 | $8,559-92.8% | $6,100-89.9% | $14,365-95.7% |