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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 | $74,640 | $47,848+56.0% | $81,473-8.4% | $70,126+6.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | -8.84% | 27.25%-36.1pp | 38.78%-47.6pp | 73.15%-82.0pp |
| Employer contribution / active EE | $7,622 | $1,527+399.1% | $2,568+196.8% | $2,343+225.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,623 | $3,145-16.6% | $4,561-42.5% | $4,645-43.5% |