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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 | $40,868 | $142,409-71.3% | $119,634-65.8% | $134,545-69.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -21.88% | -12.46%-9.4pp | -14.98%-6.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $6,000 | $5,224+14.8% | $4,232+41.8% | $4,742+26.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,304 | $13,594-83.1% | $10,329-77.7% | $11,431-79.8% |