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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 | $56,168 | $59,116-5.0% | $86,438-35.0% | $68,486-18.0% |
| Participation rate | 80.7% | 75.2%+5.5pp | 80.3%+0.4pp | 67.9%+12.8pp |
| Annual return | -19.17% | -0.23%-18.9pp | 4397.19%-4416.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $2,566 | $2,519+1.9% | $3,769-31.9% | $2,597-1.2% |
| Participant deferral / active EE | $5,148 | $5,902-12.8% | $6,952-26.0% | $4,028+27.8% |
| Admin fee / account holder | $5,295 | $5,639-6.1% | $6,733-21.4% | $5,404-2.0% |