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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 | $141,417 | $135,956+4.0% | $123,894+14.1% | $273,972-48.4% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | -0.72% | 56.63%-57.3pp | 47.52%-48.2pp | 41.46%-42.2pp |
| Employer contribution / active EE | $5,886 | $5,170+13.9% | $4,617+27.5% | $4,869+20.9% |
| Participant deferral / active EE | $3,361 | $6,343-47.0% | $5,984-43.8% | $5,287-36.4% |
| Admin fee / account holder | $3,776 | $9,817-61.5% | $8,357-54.8% | $10,133-62.7% |