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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 | $82,189 | $68,878+19.3% | $120,574-31.8% | $80,935+1.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 1.11% | 23.67%-22.6pp | 107.42%-106.3pp | 35.66%-34.5pp |
| Employer contribution / active EE | $7,019 | $2,065+239.9% | $3,471+102.2% | $2,757+154.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,658 | $5,782-2.1% | $9,445-40.1% | $6,924-18.3% |