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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 | $113,034 | $73,978+52.8% | $96,515+17.1% | $75,173+50.4% |
| Participation rate | 75.7% | 66.4%+9.2pp | 74.3%+1.3pp | 67.2%+8.5pp |
| Annual return | -17.42% | 26.72%-44.1pp | 35.73%-53.2pp | 160.72%-178.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,957 | $3,660+144.7% | $4,880+83.5% | $4,126+117.1% |
| Admin fee / account holder | $5,573 | $5,219+6.8% | $6,735-17.3% | $5,651-1.4% |