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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 | $57,586 | $57,140+0.8% | $85,240-32.4% | $80,959-28.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -5.70% | 21.71%-27.4pp | 66.75%-72.5pp | 35.67%-41.4pp |
| Employer contribution / active EE | $2,728 | $1,802+51.4% | $2,735-0.3% | $2,757-1.1% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,414 | $4,992+28.5% | $6,165+4.0% | $6,925-7.4% |