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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 | $68,097-31.4% | $62,929-25.8% | $137,256-66.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | -11.76% | 1859.11%-1870.9pp | 1063.93%-1075.7pp | 220.34%-232.1pp |
| Employer contribution / active EE | $2,599 | $2,811-7.5% | $2,505+3.8% | $4,156-37.5% |
| Participant deferral / active EE | $3,982 | $4,553-12.5% | $3,888+2.4% | $6,407-37.9% |
| Admin fee / account holder | $615 | $6,521-90.6% | $5,065-87.8% | $12,270-95.0% |