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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 | $51,264 | $43,075+19.0% | $74,577-31.3% | $62,881-18.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | -7.46% | 17.50%-25.0pp | 20.47%-27.9pp | 20.14%-27.6pp |
| Employer contribution / active EE | $6,177 | $1,498+312.5% | $2,525+144.6% | $2,281+170.8% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,518 | $2,840+376.0% | $4,138+226.7% | $4,296+214.7% |