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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 | $26,673 | $90,590-70.6% | $90,782-70.6% | $135,380-80.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | -11.51% | -3.40%-8.1pp | -3.42%-8.1pp | 519.81%-531.3pp |
| Employer contribution / active EE | $2,165 | $4,352-50.2% | $4,105-47.3% | $4,779-54.7% |
| Participant deferral / active EE | $3,633 | $5,407-32.8% | $5,366-32.3% | $5,609-35.2% |
| Admin fee / account holder | $514 | $7,683-93.3% | $5,908-91.3% | $10,828-95.3% |