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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 | $120,318 | $131,835-8.7% | $108,582+10.8% | $273,972-56.1% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | -2.94% | -91.57%+88.6pp | -51.70%+48.8pp | 41.46%-44.4pp |
| Employer contribution / active EE | $3,150 | $4,913-35.9% | $3,758-16.2% | $4,869-35.3% |
| Participant deferral / active EE | $7,496 | $5,127+46.2% | $4,311+73.9% | $5,287+41.8% |
| Admin fee / account holder | $2,067 | $10,253-79.8% | $7,645-73.0% | $10,133-79.6% |