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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 | $78,330 | $142,361-45.0% | $119,608-34.5% | $134,509-41.8% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -22.78% | -12.46%-10.3pp | -14.98%-7.8pp | 418.13%-440.9pp |
| Employer contribution / active EE | $5,455 | $5,224+4.4% | $4,232+28.9% | $4,741+15.1% |
| Participant deferral / active EE | $3,363 | $6,468-48.0% | $5,601-40.0% | $6,400-47.5% |
| Admin fee / account holder | $27,033 | $13,588+98.9% | $10,326+161.8% | $11,427+136.6% |