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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 | $68,304 | $133,998-49.0% | $112,263-39.2% | $134,545-49.2% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -23.48% | 47.17%-70.7pp | 27.49%-51.0pp | 418.37%-441.8pp |
| Employer contribution / active EE | $4,992 | $4,040+23.5% | $3,636+37.3% | $4,742+5.3% |
| Participant deferral / active EE | $7,265 | $5,292+37.3% | $4,729+53.6% | $6,401+13.5% |
| Admin fee / account holder | $781 | $7,493-89.6% | $6,410-87.8% | $11,431-93.2% |