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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 | $67,577 | $45,438+48.7% | $80,004-15.5% | $59,633+13.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -3.64% | 5.10%-8.7pp | 7.63%-11.3pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $1,024 | $1,236-17.1% | $2,473-58.6% | $2,203-53.5% |
| Participant deferral / active EE | $1,112 | $2,231-50.2% | $3,204-65.3% | $3,192-65.2% |
| Admin fee / account holder | $1,484 | $3,464-57.2% | $5,033-70.5% | $4,297-65.5% |