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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 | $22,701 | $133,981-83.1% | $112,249-79.8% | $134,532-83.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -51.84% | 47.16%-99.0pp | 27.48%-79.3pp | 418.27%-470.1pp |
| Employer contribution / active EE | $6,752 | $4,040+67.1% | $3,636+85.7% | $4,741+42.4% |
| Participant deferral / active EE | $12,143 | $5,292+129.5% | $4,729+156.8% | $6,401+89.7% |
| Admin fee / account holder | $743 | $7,492-90.1% | $6,412-88.4% | $11,429-93.5% |