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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 | $125,120 | $65,704+90.4% | $94,229+32.8% | $59,633+109.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.90% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $4,000 | $2,021+98.0% | $3,587+11.5% | $2,203+81.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $796 | $4,265-81.3% | $6,269-87.3% | $4,297-81.5% |