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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 | $29,287 | $211,946-86.2% | $169,452-82.7% | $135,380-78.4% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -9.60% | 3.26%-12.9pp | 1.83%-11.4pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,130 | $5,117-58.4% | $4,157-48.8% | $4,779-55.4% |
| Participant deferral / active EE | $5,095 | $6,075-16.1% | $5,277-3.5% | $5,609-9.2% |
| Admin fee / account holder | $388 | $11,472-96.6% | $9,110-95.7% | $10,828-96.4% |