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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 | $92,461 | $167,522-44.8% | $151,639-39.0% | $134,532-31.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.71% | 7.81%-29.5pp | 3.34%-25.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $7,019 | $6,828+2.8% | $6,165+13.8% | $4,741+48.0% |
| Participant deferral / active EE | $6,037 | $8,986-32.8% | $8,363-27.8% | $6,401-5.7% |
| Admin fee / account holder | $502 | $13,780-96.4% | $11,613-95.7% | $11,429-95.6% |