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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 | $70,674 | $81,840-13.6% | $63,412+11.5% | $125,389-43.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -4.10% | -0.10%-4.0pp | 4.04%-8.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $7,812 | $2,377+228.7% | $1,814+330.6% | $4,866+60.5% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,359 | $4,951-32.2% | $3,753-10.5% | $9,541-64.8% |