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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 | $22,003 | $190,879-88.5% | $160,009-86.2% | $134,532-83.6% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.6pp | 81.2%-9.8pp |
| Annual return | -29.21% | 552.63%-581.8pp | 408.85%-438.1pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,941 | $4,995-61.1% | $4,225-54.1% | $4,741-59.1% |
| Participant deferral / active EE | $6,382 | $6,924-7.8% | $6,183+3.2% | $6,401-0.3% |
| Admin fee / account holder | $2,695 | $10,495-74.3% | $8,715-69.1% | $11,429-76.4% |