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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 | $34,961 | $201,370-82.6% | $184,256-81.0% | $145,897-76.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | -15.41% | 29.05%-44.5pp | 28.85%-44.3pp | 552.29%-567.7pp |
| Employer contribution / active EE | $2,356 | $7,024-66.5% | $6,427-63.4% | $4,663-49.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,392 | $16,364-60.9% | $13,899-54.0% | $13,390-52.3% |