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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 | $49,519 | $48,050+3.1% | $85,969-42.4% | $59,633-17.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -3.74% | 0.29%-4.0pp | 9.32%-13.1pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $2,813 | $1,640+71.6% | $3,474-19.0% | $2,203+27.7% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,461 | $3,206-23.2% | $6,053-59.3% | $4,297-42.7% |