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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 | $15,868 | $95,917-83.5% | $79,583-80.1% | $134,545-88.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -23.30% | -2.70%-20.6pp | 0.16%-23.5pp | 418.37%-441.7pp |
| Employer contribution / active EE | $1,375 | $3,129-56.1% | $2,414-43.1% | $4,742-71.0% |
| Participant deferral / active EE | $1,375 | $4,694-70.7% | $3,986-65.5% | $6,401-78.5% |
| Admin fee / account holder | $4,116 | $9,132-54.9% | $6,835-39.8% | $11,431-64.0% |