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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 | $48,812 | $47,944+1.8% | $67,834-28.0% | $62,881-22.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 2.74% | 11.77%-9.0pp | 138.47%-135.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $11,223 | $1,562+618.5% | $2,403+367.0% | $2,281+392.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,140 | $3,712-42.4% | $4,622-53.7% | $4,296-50.2% |