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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 | $55,056 | $67,352-18.3% | $60,899-9.6% | $134,509-59.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.1%-0.4pp | 81.2%-8.5pp |
| Annual return | -36.08% | 49.99%-86.1pp | 16.92%-53.0pp | 418.13%-454.2pp |
| Employer contribution / active EE | $1,295 | $3,098-58.2% | $2,702-52.1% | $4,741-72.7% |
| Participant deferral / active EE | $1,894 | $4,539-58.3% | $3,817-50.4% | $6,400-70.4% |
| Admin fee / account holder | $20,745 | $4,585+352.5% | $3,225+543.3% | $11,427+81.6% |