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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 | $40,991 | $69,248-40.8% | $64,101-36.1% | $139,466-70.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -3.47% | 45.95%-49.4pp | 33.72%-37.2pp | 373.66%-377.1pp |
| Employer contribution / active EE | $645 | $3,185-79.7% | $2,749-76.5% | $4,754-86.4% |
| Participant deferral / active EE | $6,823 | $4,682+45.7% | $3,881+75.8% | $6,712+1.7% |
| Admin fee / account holder | $497 | $4,247-88.3% | $3,070-83.8% | $11,409-95.6% |