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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 | $86,603 | $96,956-10.7% | $69,779+24.1% | $273,972-68.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -0.73% | 12.93%-13.7pp | 12.99%-13.7pp | 41.46%-42.2pp |
| Employer contribution / active EE | $7,692 | $3,316+132.0% | $2,338+229.0% | $4,869+58.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,354 | $7,934-70.3% | $4,381-46.3% | $10,133-76.8% |