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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 | $35,679 | $167,362-78.7% | $143,799-75.2% | $134,532-73.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -25.48% | 0.47%-26.0pp | -0.04%-25.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,292 | $5,620-77.0% | $4,952-73.9% | $4,741-72.8% |
| Participant deferral / active EE | $3,314 | $6,447-48.6% | $5,638-41.2% | $6,401-48.2% |
| Admin fee / account holder | $1,017 | $18,094-94.4% | $14,677-93.1% | $11,429-91.1% |