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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 | $82,904 | $65,704+26.2% | $94,229-12.0% | $59,633+39.0% |
| Participation rate | 76.1% | 72.1%+4.0pp | 78.8%-2.7pp | 68.7%+7.4pp |
| Annual return | -2.61% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,327 | $3,143+133.1% | $4,320+69.6% | $3,192+129.6% |
| Admin fee / account holder | $3,068 | $4,265-28.1% | $6,269-51.1% | $4,297-28.6% |