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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 | $53,361 | $167,533-68.1% | $151,645-64.8% | $134,545-60.3% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -22.98% | 7.81%-30.8pp | 3.34%-26.3pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,604 | $6,828-61.9% | $6,165-57.8% | $4,742-45.1% |
| Participant deferral / active EE | $5,331 | $8,985-40.7% | $8,363-36.3% | $6,401-16.7% |
| Admin fee / account holder | $1,211 | $13,781-91.2% | $11,614-89.6% | $11,431-89.4% |