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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 | $28,315 | $167,352-83.1% | $143,788-80.3% | $134,509-78.9% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -20.19% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,384 | $5,620-75.4% | $4,952-72.1% | $4,741-70.8% |
| Participant deferral / active EE | $7,787 | $6,447+20.8% | $5,638+38.1% | $6,400+21.7% |
| Admin fee / account holder | $483 | $18,091-97.3% | $14,675-96.7% | $11,427-95.8% |