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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 | $57,073+0.9% | $85,126-32.4% | $80,925-28.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | -5.70% | 21.69%-27.4pp | 66.63%-72.3pp | 35.65%-41.3pp |
| Employer contribution / active EE | $2,728 | $1,801+51.5% | $2,731-0.1% | $2,756-1.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,414 | $4,988+28.6% | $6,160+4.1% | $6,940-7.6% |