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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 | $38,606 | $167,362-76.9% | $143,799-73.2% | $134,532-71.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.46% | 0.47%-20.9pp | -0.04%-20.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,050 | $5,620-63.5% | $4,952-58.6% | $4,741-56.8% |
| Participant deferral / active EE | $7,063 | $6,447+9.5% | $5,638+25.3% | $6,401+10.3% |
| Admin fee / account holder | $357 | $18,094-98.0% | $14,677-97.6% | $11,429-96.9% |