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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 | $128,463 | $175,646-26.9% | $129,118-0.5% | $134,545-4.5% |
| Participation rate | 71.4% | 81.6%-10.1pp | 77.2%-5.8pp | 81.2%-9.8pp |
| Annual return | -23.43% | -11.39%-12.0pp | -10.94%-12.5pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,794 | $6,355-71.8% | $5,051-64.5% | $4,742-62.2% |
| Participant deferral / active EE | $3,332 | $7,970-58.2% | $6,539-49.0% | $6,401-47.9% |
| Admin fee / account holder | $1,274 | $23,578-94.6% | $14,305-91.1% | $11,431-88.9% |