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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 | $33,020 | $100,805-67.2% | $86,698-61.9% | $134,532-75.5% |
| Participation rate | 73.9% | 79.0%-5.0pp | 76.6%-2.7pp | 81.2%-7.3pp |
| Annual return | -20.93% | 29.09%-50.0pp | 35.95%-56.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $2,014 | $3,490-42.3% | $2,837-29.0% | $4,741-57.5% |
| Participant deferral / active EE | $2,683 | $5,339-49.7% | $4,656-42.4% | $6,401-58.1% |
| Admin fee / account holder | $7,145 | $10,925-34.6% | $7,493-4.6% | $11,429-37.5% |