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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 | $48,771 | $39,162+24.5% | $100,671-51.6% | $59,633-18.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -2.60% | 21.07%-23.7pp | 20.43%-23.0pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $2,756 | $1,151+139.6% | $4,012-31.3% | $2,203+25.1% |
| Participant deferral / active EE | $2,399 | $1,992+20.4% | $3,144-23.7% | $3,192-24.8% |
| Admin fee / account holder | $1,289 | $2,969-56.6% | $4,850-73.4% | $4,297-70.0% |