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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 | $215,817 | $135,956+58.7% | $123,894+74.2% | $273,972-21.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -3.43% | 56.63%-60.1pp | 47.52%-51.0pp | 41.46%-44.9pp |
| Employer contribution / active EE | $1,976 | $5,170-61.8% | $4,617-57.2% | $4,869-59.4% |
| Participant deferral / active EE | $3,061 | $6,343-51.7% | $5,984-48.8% | $5,287-42.1% |
| Admin fee / account holder | $376 | $9,817-96.2% | $8,357-95.5% | $10,133-96.3% |