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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 | $84,072 | $56,894+47.8% | $84,753-0.8% | $62,881+33.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -7.50% | 6.30%-13.8pp | 22.78%-30.3pp | 20.14%-27.6pp |
| Employer contribution / active EE | $3,333 | $2,400+38.9% | $3,574-6.7% | $2,281+46.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,473 | $3,581+248.3% | $5,333+133.9% | $4,296+190.4% |