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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 | $65,738 | $138,386-52.5% | $184,260-64.3% | $80,935-18.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -0.83% | 20.02%-20.8pp | 28.84%-29.7pp | 35.66%-36.5pp |
| Employer contribution / active EE | $8,892 | $4,851+83.3% | $6,427+38.3% | $2,757+222.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,135 | $10,489-70.1% | $13,898-77.4% | $6,924-54.7% |