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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 | $51,096 | $105,867-51.7% | $90,760-43.7% | $134,532-62.0% |
| Participation rate | 71.4% | 78.3%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -22.32% | -10.99%-11.3pp | -12.16%-10.2pp | 418.27%-440.6pp |
| Employer contribution / active EE | $2,832 | $3,464-18.2% | $2,922-3.1% | $4,741-40.3% |
| Participant deferral / active EE | $4,559 | $5,217-12.6% | $4,565-0.1% | $6,401-28.8% |
| Admin fee / account holder | $2,577 | $13,936-81.5% | $8,444-69.5% | $11,429-77.5% |