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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 | $34,036 | $95,915-64.5% | $79,580-57.2% | $134,532-74.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -25.83% | -2.71%-23.1pp | 0.15%-26.0pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,098 | $3,129-64.9% | $2,413-54.5% | $4,741-76.8% |
| Participant deferral / active EE | $6,167 | $4,693+31.4% | $3,985+54.7% | $6,401-3.6% |
| Admin fee / account holder | $3,456 | $9,132-62.2% | $6,835-49.4% | $11,429-69.8% |