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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 | $13,662 | $90,448-84.9% | $93,786-85.4% | $134,545-89.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 81.0%-9.6pp | 81.2%-9.8pp |
| Annual return | -23.77% | -15.71%-8.1pp | -11.32%-12.5pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,682 | $4,349-61.3% | $4,328-61.1% | $4,742-64.5% |
| Participant deferral / active EE | $5,245 | $5,983-12.3% | $6,100-14.0% | $6,401-18.1% |
| Admin fee / account holder | $352 | $9,232-96.2% | $7,184-95.1% | $11,431-96.9% |