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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 | $89,499 | $65,704+36.2% | $94,229-5.0% | $59,633+50.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -7.09% | 5.22%-12.3pp | 10.68%-17.8pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $8,036 | $2,021+297.7% | $3,587+124.0% | $2,203+264.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,898 | $4,265-32.0% | $6,269-53.8% | $4,297-32.5% |