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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 | $52,152 | $54,380-4.1% | $68,509-23.9% | $59,633-12.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.95% | 2.83%-5.8pp | 8.27%-11.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $3,627 | $1,539+135.7% | $2,278+59.2% | $2,203+64.7% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,557 | $3,885-59.9% | $5,275-70.5% | $4,297-63.8% |