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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 | $121,757 | $154,193-21.0% | $130,045-6.4% | $139,466-12.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 7.93% | 32.51%-24.6pp | -137.30%+145.2pp | 373.66%-365.7pp |
| Employer contribution / active EE | $2,131 | $5,292-59.7% | $4,321-50.7% | $4,754-55.2% |
| Participant deferral / active EE | $3,170 | $6,709-52.7% | $5,820-45.5% | $6,712-52.8% |
| Admin fee / account holder | $26,188 | $13,989+87.2% | $10,600+147.0% | $11,409+129.5% |