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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 | $80,645 | $55,713+44.8% | $75,901+6.3% | $72,975+10.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | -1.96% | 27.60%-29.6pp | 30.76%-32.7pp | 81.01%-83.0pp |
| Employer contribution / active EE | $6,153 | $1,687+264.8% | $2,501+146.0% | $2,440+152.2% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,665 | $3,980+17.2% | $5,420-13.9% | $5,124-9.0% |