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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 | $78,879 | $59,804+31.9% | $81,982-3.8% | $79,856-1.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | -0.05% | 17.56%-17.6pp | 41.31%-41.4pp | 31.71%-31.8pp |
| Employer contribution / active EE | $2,551 | $1,713+48.9% | $2,498+2.1% | $2,471+3.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,141 | $4,288-26.8% | $5,665-44.6% | $5,306-40.8% |