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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 | $62,192 | $54,380+14.4% | $68,509-9.2% | $59,633+4.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -3.40% | 2.83%-6.2pp | 8.27%-11.7pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,767 | $1,539+14.9% | $2,278-22.4% | $2,203-19.8% |
| Participant deferral / active EE | $4,772 | $2,643+80.5% | $3,382+41.1% | $3,192+49.5% |
| Admin fee / account holder | $1,266 | $3,885-67.4% | $5,275-76.0% | $4,297-70.5% |