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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 | $74,823 | $103,949-28.0% | $69,182+8.2% | $273,972-72.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -6.28% | 35.28%-41.6pp | -21.93%+15.7pp | 41.46%-47.7pp |
| Employer contribution / active EE | $492 | $1,783-72.4% | $1,206-59.2% | $4,869-89.9% |
| Participant deferral / active EE | $1,229 | $2,716-54.8% | $1,897-35.2% | $5,287-76.8% |
| Admin fee / account holder | $90,590 | $3,671+2368.0% | $2,697+3259.3% | $10,133+794.0% |