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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 | $82,682 | $167,362-50.6% | $143,799-42.5% | $134,532-38.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.43% | 0.47%-20.9pp | -0.04%-20.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $3,000 | $5,620-46.6% | $4,952-39.4% | $4,741-36.7% |
| Participant deferral / active EE | $5,271 | $6,447-18.3% | $5,638-6.5% | $6,401-17.7% |
| Admin fee / account holder | $17,071 | $18,094-5.7% | $14,677+16.3% | $11,429+49.4% |