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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 | $22,145 | $127,387-82.6% | $115,038-80.8% | $125,389-82.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -5.81% | 31.28%-37.1pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,667 | $5,166-67.7% | $4,608-63.8% | $4,866-65.7% |
| Participant deferral / active EE | $2,084 | $6,423-67.5% | $6,026-65.4% | $5,352-61.1% |
| Admin fee / account holder | $363 | $9,516-96.2% | $8,175-95.6% | $9,541-96.2% |