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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 | $75,566 | $143,969-47.5% | $199,883-62.2% | $82,637-8.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -2.24% | 25.67%-27.9pp | 43.81%-46.1pp | 53.51%-55.7pp |
| Employer contribution / active EE | $9,447 | $4,632+103.9% | $6,261+50.9% | $2,552+270.2% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,682 | $14,597-88.5% | $17,268-90.3% | $7,339-77.1% |