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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 | $194,931 | $175,646+11.0% | $129,118+51.0% | $134,532+44.9% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.2%-7.2pp | 81.2%-11.2pp |
| Annual return | -20.36% | -11.39%-9.0pp | -10.94%-9.4pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,327 | $6,355-63.4% | $5,051-53.9% | $4,741-50.9% |
| Participant deferral / active EE | $3,511 | $7,970-55.9% | $6,539-46.3% | $6,401-45.1% |
| Admin fee / account holder | $1,179 | $23,578-95.0% | $14,305-91.8% | $11,429-89.7% |