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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 | $123,878 | $172,758-28.3% | $149,600-17.2% | $138,895-10.8% |
| Participation rate | 95.8% | 80.2%+15.6pp | 77.2%+18.7pp | 79.9%+15.9pp |
| Annual return | -6.41% | 181.17%-187.6pp | 129.59%-136.0pp | 145.39%-151.8pp |
| Employer contribution / active EE | $4,859 | $4,778+1.7% | $4,193+15.9% | $4,194+15.9% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,477 | $17,615-68.9% | $13,963-60.8% | $12,562-56.4% |