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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 | $33,890 | $97,020-65.1% | $83,322-59.3% | $135,379-75.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -10.35% | 12.31%-22.7pp | 10.64%-21.0pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,749 | $4,144-57.8% | $3,379-48.2% | $4,779-63.4% |
| Participant deferral / active EE | $8,332 | $5,964+39.7% | $5,565+49.7% | $5,609+48.5% |
| Admin fee / account holder | $1,012 | $8,426-88.0% | $7,540-86.6% | $10,828-90.7% |