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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 | $57,104 | $48,078+18.8% | $78,676-27.4% | $62,881-9.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -1.02% | 31.36%-32.4pp | 62.19%-63.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $2,589 | $2,015+28.5% | $2,850-9.1% | $2,281+13.5% |
| Participant deferral / active EE | $2,217 | $2,587-14.3% | $3,517-37.0% | $3,203-30.8% |
| Admin fee / account holder | $662 | $3,206-79.4% | $4,510-85.3% | $4,296-84.6% |