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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 | $24,124 | $152,591-84.2% | $117,529-79.5% | $134,545-82.1% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -26.61% | 53.04%-79.7pp | 29.77%-56.4pp | 418.37%-445.0pp |
| Employer contribution / active EE | $3,097 | $5,576-44.5% | $4,179-25.9% | $4,742-34.7% |
| Participant deferral / active EE | $3,218 | $4,821-33.3% | $4,072-21.0% | $6,401-49.7% |
| Admin fee / account holder | $2,456 | $7,004-64.9% | $5,645-56.5% | $11,431-78.5% |