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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 | $133,544 | $52,306+155.3% | $69,779+91.4% | $62,881+112.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -5.58% | 13.35%-18.9pp | 12.99%-18.6pp | 20.14%-25.7pp |
| Employer contribution / active EE | $25,791 | $1,799+1333.6% | $2,338+1002.9% | $2,281+1030.7% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,019 | $3,691-18.2% | $4,381-31.1% | $4,296-29.7% |