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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 | $56,834 | $167,353-66.0% | $143,797-60.5% | $134,545-57.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -21.68% | 0.48%-22.2pp | -0.04%-21.6pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,825 | $5,620-67.5% | $4,952-63.1% | $4,742-61.5% |
| Participant deferral / active EE | $4,968 | $6,447-22.9% | $5,638-11.9% | $6,401-22.4% |
| Admin fee / account holder | $2,596 | $18,096-85.7% | $14,679-82.3% | $11,431-77.3% |