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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 | $144,945 | $95,917+51.1% | $79,583+82.1% | $134,545+7.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -20.77% | -2.70%-18.1pp | 0.16%-20.9pp | 418.37%-439.1pp |
| Employer contribution / active EE | $2,247 | $3,129-28.2% | $2,414-6.9% | $4,742-52.6% |
| Participant deferral / active EE | $9,731 | $4,694+107.3% | $3,986+144.1% | $6,401+52.0% |
| Admin fee / account holder | $1,789 | $9,132-80.4% | $6,835-73.8% | $11,431-84.3% |