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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 | $68,015 | $167,352-59.4% | $143,788-52.7% | $134,509-49.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.71% | 0.47%-21.2pp | -0.03%-20.7pp | 418.13%-438.8pp |
| Employer contribution / active EE | $3,724 | $5,620-33.7% | $4,952-24.8% | $4,741-21.4% |
| Participant deferral / active EE | $7,886 | $6,447+22.3% | $5,638+39.9% | $6,400+23.2% |
| Admin fee / account holder | $6,560 | $18,091-63.7% | $14,675-55.3% | $11,427-42.6% |