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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 | $39,065 | $175,646-77.8% | $129,118-69.7% | $134,532-71.0% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.2%+6.1pp | 81.2%+2.1pp |
| Annual return | -20.60% | -11.39%-9.2pp | -10.94%-9.7pp | 418.27%-438.9pp |
| Employer contribution / active EE | $5,081 | $6,355-20.0% | $5,051+0.6% | $4,741+7.2% |
| Participant deferral / active EE | $10,858 | $7,970+36.2% | $6,539+66.1% | $6,401+69.6% |
| Admin fee / account holder | $3,417 | $23,578-85.5% | $14,305-76.1% | $11,429-70.1% |