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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 | $55,129 | $167,352-67.1% | $143,788-61.7% | $134,509-59.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -28.31% | 0.47%-28.8pp | -0.03%-28.3pp | 418.13%-446.4pp |
| Employer contribution / active EE | $1,648 | $5,620-70.7% | $4,952-66.7% | $4,741-65.2% |
| Participant deferral / active EE | $6,079 | $6,447-5.7% | $5,638+7.8% | $6,400-5.0% |
| Admin fee / account holder | $1,845 | $18,091-89.8% | $14,675-87.4% | $11,427-83.9% |