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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 | $28,184 | $72,177-61.0% | $115,038-75.5% | $59,633-52.7% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | -3.78% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,220 | $2,841-57.1% | $4,608-73.5% | $2,203-44.6% |
| Participant deferral / active EE | $2,142 | $4,783-55.2% | $6,026-64.5% | $3,192-32.9% |
| Admin fee / account holder | $1,172 | $4,927-76.2% | $8,175-85.7% | $4,297-72.7% |