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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 | $157,605 | $167,362-5.8% | $143,799+9.6% | $134,532+17.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -23.62% | 0.47%-24.1pp | -0.04%-23.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $2,026 | $5,620-64.0% | $4,952-59.1% | $4,741-57.3% |
| Participant deferral / active EE | $7,305 | $6,447+13.3% | $5,638+29.6% | $6,401+14.1% |
| Admin fee / account holder | $54,634 | $18,094+201.9% | $14,677+272.2% | $11,429+378.1% |