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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 | $43,150 | $167,362-74.2% | $143,799-70.0% | $134,532-67.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -23.38% | 0.47%-23.9pp | -0.04%-23.3pp | 418.27%-441.6pp |
| Employer contribution / active EE | $7,837 | $5,620+39.4% | $4,952+58.3% | $4,741+65.3% |
| Participant deferral / active EE | $4,260 | $6,447-33.9% | $5,638-24.5% | $6,401-33.5% |
| Admin fee / account holder | $1,503 | $18,094-91.7% | $14,677-89.8% | $11,429-86.8% |