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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 | $55,748 | $167,362-66.7% | $143,799-61.2% | $134,532-58.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -21.77% | 0.47%-22.2pp | -0.04%-21.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,325 | $5,620-40.8% | $4,952-32.9% | $4,741-29.9% |
| Participant deferral / active EE | $3,647 | $6,447-43.4% | $5,638-35.3% | $6,401-43.0% |
| Admin fee / account holder | $5,136 | $18,094-71.6% | $14,677-65.0% | $11,429-55.1% |