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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 | $80,012 | $82,028-2.5% | $123,105-35.0% | $59,633+34.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.82% | 5.12%-7.9pp | 13.22%-16.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $2,782 | $3,297-15.6% | $5,151-46.0% | $2,203+26.3% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,206 | $5,879-28.4% | $9,014-53.3% | $4,297-2.1% |