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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 | $150,116 | $63,773+135.4% | $81,286+84.7% | $80,925+85.5% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.8pp | 67.7%+29.7pp |
| Annual return | -33.38% | 16.37%-49.8pp | 24.80%-58.2pp | 35.65%-69.0pp |
| Employer contribution / active EE | $25,000 | $1,979+1163.0% | $2,463+915.2% | $2,756+807.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,296 | $5,682+10.8% | $5,764+9.2% | $6,940-9.3% |