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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 | $180,554 | $153,769+17.4% | $133,975+34.8% | $273,972-34.1% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.1%-16.5pp | 83.0%-12.4pp |
| Annual return | -5.05% | 36.51%-41.6pp | 29.29%-34.3pp | 41.46%-46.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,321 | $11,765-80.3% | $9,324-75.1% | $10,133-77.1% |