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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 | $66,295 | $65,704+0.9% | $94,229-29.6% | $59,633+11.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.97% | 5.22%-9.2pp | 10.68%-14.7pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $4,025 | $2,021+99.2% | $3,587+12.2% | $2,203+82.7% |
| Participant deferral / active EE | $2,280 | $3,143-27.4% | $4,320-47.2% | $3,192-28.5% |
| Admin fee / account holder | $1,126 | $4,265-73.6% | $6,269-82.0% | $4,297-73.8% |