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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 | $55,140 | $167,353-67.1% | $143,797-61.7% | $134,545-59.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -20.90% | 0.48%-21.4pp | -0.04%-20.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $4,779 | $5,620-15.0% | $4,952-3.5% | $4,742+0.8% |
| Participant deferral / active EE | $6,410 | $6,447-0.6% | $5,638+13.7% | $6,401+0.1% |
| Admin fee / account holder | $575 | $18,096-96.8% | $14,679-96.1% | $11,431-95.0% |