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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 | $19,257 | $167,353-88.5% | $143,797-86.6% | $134,545-85.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -75.77% | 0.48%-76.2pp | -0.04%-75.7pp | 418.37%-494.1pp |
| Employer contribution / active EE | $3,160 | $5,620-43.8% | $4,952-36.2% | $4,742-33.4% |
| Participant deferral / active EE | $3,160 | $6,447-51.0% | $5,638-44.0% | $6,401-50.6% |
| Admin fee / account holder | $625 | $18,096-96.5% | $14,679-95.7% | $11,431-94.5% |