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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 | $35,373 | $95,915-63.1% | $79,580-55.5% | $134,532-73.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -23.82% | -2.71%-21.1pp | 0.15%-24.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $8,491 | $3,129+171.4% | $2,413+251.8% | $4,741+79.1% |
| Participant deferral / active EE | $6,346 | $4,693+35.2% | $3,985+59.2% | $6,401-0.9% |
| Admin fee / account holder | $616 | $9,132-93.3% | $6,835-91.0% | $11,429-94.6% |