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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 | $27,729 | $167,352-83.4% | $143,788-80.7% | $134,509-79.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -20.86% | 0.47%-21.3pp | -0.03%-20.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $8,641 | $5,620+53.8% | $4,952+74.5% | $4,741+82.3% |
| Participant deferral / active EE | $4,990 | $6,447-22.6% | $5,638-11.5% | $6,400-22.0% |
| Admin fee / account holder | $1,196 | $18,091-93.4% | $14,675-91.9% | $11,427-89.5% |