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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 | $58,068 | $75,832-23.4% | $147,618-60.7% | $59,633-2.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.23% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $2,162 | $3,485-38.0% | $5,565-61.2% | $2,203-1.9% |
| Participant deferral / active EE | $4,215 | $3,131+34.6% | $4,895-13.9% | $3,192+32.1% |
| Admin fee / account holder | $608 | $5,986-89.8% | $11,612-94.8% | $4,297-85.8% |