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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 | $20,934 | $167,362-87.5% | $143,799-85.4% | $134,532-84.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.15% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,450 | $5,620-56.4% | $4,952-50.5% | $4,741-48.3% |
| Participant deferral / active EE | $4,221 | $6,447-34.5% | $5,638-25.1% | $6,401-34.1% |
| Admin fee / account holder | $402 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |