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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 | $52,558 | $95,917-45.2% | $79,583-34.0% | $134,545-60.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.28% | -2.70%-19.6pp | 0.16%-22.4pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,726 | $3,129-44.8% | $2,414-28.5% | $4,742-63.6% |
| Participant deferral / active EE | $2,026 | $4,694-56.8% | $3,986-49.2% | $6,401-68.3% |
| Admin fee / account holder | $1,424 | $9,132-84.4% | $6,835-79.2% | $11,431-87.5% |