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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 | $90,099 | $167,362-46.2% | $143,799-37.3% | $134,532-33.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.79% | 0.47%-23.3pp | -0.04%-22.7pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,670 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $6,847 | $6,447+6.2% | $5,638+21.4% | $6,401+7.0% |
| Admin fee / account holder | $4,129 | $18,094-77.2% | $14,677-71.9% | $11,429-63.9% |