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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 | $46,582 | $167,352-72.2% | $143,788-67.6% | $134,509-65.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -26.40% | 0.47%-26.9pp | -0.03%-26.4pp | 418.13%-444.5pp |
| Employer contribution / active EE | $1,571 | $5,620-72.0% | $4,952-68.3% | $4,741-66.9% |
| Participant deferral / active EE | $9,504 | $6,447+47.4% | $5,638+68.6% | $6,400+48.5% |
| Admin fee / account holder | $502 | $18,091-97.2% | $14,675-96.6% | $11,427-95.6% |