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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 | $61,348 | $167,362-63.3% | $143,799-57.3% | $134,532-54.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.47% | 0.47%-21.9pp | -0.04%-21.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $4,846 | $5,620-13.8% | $4,952-2.2% | $4,741+2.2% |
| Participant deferral / active EE | $6,512 | $6,447+1.0% | $5,638+15.5% | $6,401+1.7% |
| Admin fee / account holder | $1,080 | $18,094-94.0% | $14,677-92.6% | $11,429-90.5% |