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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 | $34,017 | $211,946-83.9% | $169,452-79.9% | $135,379-74.9% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -9.34% | 3.26%-12.6pp | 1.83%-11.2pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,030 | $5,117-60.3% | $4,157-51.2% | $4,779-57.5% |
| Participant deferral / active EE | $6,262 | $6,075+3.1% | $5,277+18.7% | $5,609+11.6% |
| Admin fee / account holder | $1,204 | $11,472-89.5% | $9,110-86.8% | $10,828-88.9% |