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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 | $71,701 | $81,664-12.2% | $70,476+1.7% | $158,966-54.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -1.75% | 208.59%-210.3pp | 109.12%-110.9pp | 302.95%-304.7pp |
| Employer contribution / active EE | $3,366 | $3,219+4.6% | $2,738+22.9% | $4,762-29.3% |
| Participant deferral / active EE | $2,628 | $4,556-42.3% | $3,710-29.2% | $5,983-56.1% |
| Admin fee / account holder | $50,587 | $6,197+716.3% | $3,847+1215.0% | $11,250+349.7% |