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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 | $66,724 | $52,678+26.7% | $75,784-12.0% | $59,633+11.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.08% | 2.95%-6.0pp | 9.68%-12.8pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $3,646 | $2,193+66.2% | $3,323+9.7% | $2,203+65.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,256 | $3,610-37.5% | $5,300-57.4% | $4,297-47.5% |