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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 | $181,789 | $167,353+8.6% | $143,797+26.4% | $134,545+35.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -23.07% | 0.48%-23.5pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,109 | $6,447+10.3% | $5,638+26.1% | $6,401+11.1% |
| Admin fee / account holder | $2,463 | $18,096-86.4% | $14,679-83.2% | $11,431-78.5% |