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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 | $218,436 | $167,504+30.4% | $151,628+44.1% | $134,509+62.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -25.70% | 7.81%-33.5pp | 3.34%-29.0pp | 418.13%-443.8pp |
| Employer contribution / active EE | $5,660 | $6,828-17.1% | $6,165-8.2% | $4,741+19.4% |
| Participant deferral / active EE | $12,820 | $8,985+42.7% | $8,363+53.3% | $6,400+100.3% |
| Admin fee / account holder | $7,951 | $13,779-42.3% | $11,613-31.5% | $11,427-30.4% |