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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 | $74,473 | $54,380+36.9% | $68,509+8.7% | $59,633+24.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -3.37% | 2.83%-6.2pp | 8.27%-11.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $3,060 | $1,539+98.9% | $2,278+34.4% | $2,203+38.9% |
| Participant deferral / active EE | $5,309 | $2,643+100.8% | $3,382+57.0% | $3,192+66.3% |
| Admin fee / account holder | $2,081 | $3,885-46.4% | $5,275-60.6% | $4,297-51.6% |