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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 | $73,421-36.4% | $66,439-29.7% | $155,188-69.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | -11.76% | 1382.37%-1394.1pp | 757.66%-769.4pp | 148.84%-160.6pp |
| Employer contribution / active EE | $2,599 | $3,039-14.5% | $2,637-1.4% | $4,248-38.8% |
| Participant deferral / active EE | $3,982 | $4,680-14.9% | $3,876+2.7% | $6,531-39.0% |
| Admin fee / account holder | $615 | $8,856-93.1% | $6,173-90.0% | $14,480-95.7% |