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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 | $65,773 | $103,957-36.7% | $69,182-4.9% | $273,965-76.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -2.78% | 35.28%-38.1pp | -21.94%+19.2pp | 41.45%-44.2pp |
| Employer contribution / active EE | $5,220 | $1,781+193.1% | $1,205+333.1% | $4,869+7.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $813 | $3,671-77.9% | $2,697-69.9% | $10,132-92.0% |