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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 | $74,820 | $127,386-41.3% | $115,037-35.0% | $125,393-40.3% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -5.31% | 31.28%-36.6pp | 26.14%-31.4pp | 282.23%-287.5pp |
| Employer contribution / active EE | $2,148 | $5,166-58.4% | $4,608-53.4% | $4,866-55.9% |
| Participant deferral / active EE | $3,211 | $6,423-50.0% | $6,026-46.7% | $5,351-40.0% |
| Admin fee / account holder | $596 | $9,516-93.7% | $8,175-92.7% | $9,541-93.8% |