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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 | $101,450 | $49,177+106.3% | $79,466+27.7% | $64,173+58.1% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+22.0pp | 69.6%+25.8pp |
| Annual return | -13.87% | -1.16%-12.7pp | 718.28%-732.1pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,915 | $2,076-7.8% | $2,800-31.6% | $2,381-19.6% |
| Participant deferral / active EE | $4,679 | $2,821+65.8% | $3,704+26.3% | $3,470+34.8% |
| Admin fee / account holder | $702 | $3,839-81.7% | $5,104-86.3% | $4,887-85.6% |