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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 | $99,569 | $60,349+65.0% | $74,184+34.2% | $62,881+58.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.80% | 21.38%-26.2pp | 17.74%-22.5pp | 20.14%-24.9pp |
| Employer contribution / active EE | $962 | $1,680-42.8% | $2,370-59.4% | $2,281-57.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,049 | $4,261-75.4% | $5,586-81.2% | $4,296-75.6% |