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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 | $56,783 | $165,399-65.7% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | -1.09% | 348.34%-349.4pp | 276.72%-277.8pp | 302.99%-304.1pp |
| Employer contribution / active EE | $1,811 | $5,105-64.5% | $4,646-61.0% | $4,763-62.0% |
| Participant deferral / active EE | $4,037 | $7,183-43.8% | $6,843-41.0% | $5,983-32.5% |
| Admin fee / account holder | $4,195 | $10,811-61.2% | $9,312-54.9% | $11,252-62.7% |