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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 | $54,324 | $100,805-46.1% | $86,698-37.3% | $134,532-59.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -22.71% | 29.09%-51.8pp | 35.95%-58.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $2,834 | $3,490-18.8% | $2,837-0.1% | $4,741-40.2% |
| Participant deferral / active EE | $13,526 | $5,339+153.3% | $4,656+190.5% | $6,401+111.3% |
| Admin fee / account holder | $4,489 | $10,925-58.9% | $7,493-40.1% | $11,429-60.7% |