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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 | $74,768 | $72,177+3.6% | $115,038-35.0% | $59,633+25.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.42% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $2,353 | $2,841-17.2% | $4,608-48.9% | $2,203+6.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,364 | $4,927-72.3% | $8,175-83.3% | $4,297-68.3% |