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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 | $33,907 | $97,020-65.1% | $83,327-59.3% | $135,380-75.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -12.10% | 12.31%-24.4pp | 10.64%-22.7pp | 519.81%-531.9pp |
| Employer contribution / active EE | $7,381 | $4,144+78.1% | $3,379+118.4% | $4,779+54.4% |
| Participant deferral / active EE | $6,371 | $5,964+6.8% | $5,565+14.5% | $5,609+13.6% |
| Admin fee / account holder | $357 | $8,426-95.8% | $7,540-95.3% | $10,828-96.7% |