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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 | $18,908 | $167,353-88.7% | $143,797-86.9% | $134,545-85.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.68% | 0.48%-21.2pp | -0.04%-20.6pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,523 | $5,620-72.9% | $4,952-69.3% | $4,742-67.9% |
| Participant deferral / active EE | $4,816 | $6,447-25.3% | $5,638-14.6% | $6,401-24.8% |
| Admin fee / account holder | $351 | $18,096-98.1% | $14,679-97.6% | $11,431-96.9% |