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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 | $98,087 | $167,362-41.4% | $143,799-31.8% | $134,532-27.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -22.96% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,192 | $5,620-61.0% | $4,952-55.7% | $4,741-53.8% |
| Participant deferral / active EE | $3,721 | $6,447-42.3% | $5,638-34.0% | $6,401-41.9% |
| Admin fee / account holder | $1,779 | $18,094-90.2% | $14,677-87.9% | $11,429-84.4% |