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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 | $29,361 | $78,694-62.7% | $67,652-56.6% | $125,389-76.6% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -3.88% | 9.46%-13.3pp | 6625.40%-6629.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,282 | $3,044-57.9% | $2,266-43.4% | $4,866-73.7% |
| Participant deferral / active EE | $6,208 | $4,292+44.6% | $3,560+74.4% | $5,352+16.0% |
| Admin fee / account holder | $1,536 | $7,403-79.3% | $4,821-68.1% | $9,541-83.9% |