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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 | $137,056 | $88,707+54.5% | $74,184+84.8% | $273,972-50.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.66% | 11.94%-13.6pp | 17.74%-19.4pp | 41.46%-43.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,535 | $4,212-16.1% | $3,550-0.4% | $5,287-33.1% |
| Admin fee / account holder | $743 | $8,717-91.5% | $5,586-86.7% | $10,133-92.7% |