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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 | $53,399 | $72,177-26.0% | $115,037-53.6% | $59,633-10.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.09% | 12.02%-16.1pp | 26.14%-30.2pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $2,463 | $2,841-13.3% | $4,608-46.5% | $2,203+11.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,587 | $4,927+54.0% | $8,175-7.2% | $4,297+76.6% |