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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 | $48,769 | $158,852-69.3% | $121,220-59.8% | $135,380-64.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | -14.25% | -0.64%-13.6pp | 16.94%-31.2pp | 519.81%-534.1pp |
| Employer contribution / active EE | $2,096 | $5,666-63.0% | $4,023-47.9% | $4,779-56.1% |
| Participant deferral / active EE | $2,096 | $4,006-47.7% | $3,345-37.3% | $5,609-62.6% |
| Admin fee / account holder | $355 | $6,515-94.6% | $5,021-92.9% | $10,828-96.7% |