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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 | $54,944 | $167,504-67.2% | $151,628-63.8% | $134,509-59.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -23.61% | 7.81%-31.4pp | 3.34%-26.9pp | 418.13%-441.7pp |
| Employer contribution / active EE | $2,918 | $6,828-57.3% | $6,165-52.7% | $4,741-38.4% |
| Participant deferral / active EE | $7,664 | $8,985-14.7% | $8,363-8.4% | $6,400+19.7% |
| Admin fee / account holder | $13,603 | $13,779-1.3% | $11,613+17.1% | $11,427+19.0% |