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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 | $72,508 | $50,082+44.8% | $93,419-22.4% | $79,852-9.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | -1.61% | 24.59%-26.2pp | 78.05%-79.7pp | 31.72%-33.3pp |
| Employer contribution / active EE | $4,337 | $1,303+232.8% | $2,075+109.0% | $2,471+75.5% |
| Participant deferral / active EE | $3,950 | $2,212+78.6% | $3,126+26.4% | $3,740+5.6% |
| Admin fee / account holder | $8,444 | $3,454+144.5% | $5,230+61.5% | $5,306+59.1% |