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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 | $70,878 | $167,503-57.7% | $151,627-53.3% | $134,493-47.3% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.5%+0.7pp | 81.2%+7.0pp |
| Annual return | -27.33% | 7.80%-35.1pp | 3.33%-30.7pp | 418.01%-445.3pp |
| Employer contribution / active EE | $3,160 | $6,829-53.7% | $6,166-48.8% | $4,740-33.3% |
| Participant deferral / active EE | $8,839 | $8,985-1.6% | $8,363+5.7% | $6,400+38.1% |
| Admin fee / account holder | $861 | $13,777-93.8% | $11,612-92.6% | $11,425-92.5% |