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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 | $27,378 | $167,362-83.6% | $143,799-81.0% | $134,532-79.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -32.88% | 0.47%-33.4pp | -0.04%-32.8pp | 418.27%-451.1pp |
| Employer contribution / active EE | $5,825 | $5,620+3.6% | $4,952+17.6% | $4,741+22.9% |
| Participant deferral / active EE | $11,367 | $6,447+76.3% | $5,638+101.6% | $6,401+77.6% |
| Admin fee / account holder | $1,603 | $18,094-91.1% | $14,677-89.1% | $11,429-86.0% |