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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 | $60,272 | $82,028-26.5% | $123,105-51.0% | $59,633+1.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -11.71% | 5.12%-16.8pp | 13.22%-24.9pp | 2041.45%-2053.2pp |
| Employer contribution / active EE | $3,742 | $3,297+13.5% | $5,151-27.3% | $2,203+69.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $890 | $5,879-84.9% | $9,014-90.1% | $4,297-79.3% |