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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 | $72,447 | $61,755+17.3% | $97,161-25.4% | $80,911-10.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 9.52% | -557.90%+567.4pp | 75.36%-65.8pp | 35.63%-26.1pp |
| Employer contribution / active EE | $6,549 | $1,835+256.9% | $2,723+140.5% | $2,756+137.6% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,265-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,004 | $5,166-41.8% | $5,647-46.8% | $6,935-56.7% |