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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 | $94,608 | $65,027+45.5% | $90,970+4.0% | $79,852+18.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 0.54% | 30.45%-29.9pp | 134.58%-134.0pp | 31.72%-31.2pp |
| Employer contribution / active EE | $10,208 | $1,247+718.4% | $2,122+380.9% | $2,471+313.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,073 | $4,535-10.2% | $5,960-31.7% | $5,306-23.3% |