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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 | $109,642 | $167,353-34.5% | $143,797-23.8% | $134,545-18.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -30.70% | 0.48%-31.2pp | -0.04%-30.7pp | 418.37%-449.1pp |
| Employer contribution / active EE | $11,215 | $5,620+99.5% | $4,952+126.5% | $4,742+136.5% |
| Participant deferral / active EE | $8,796 | $6,447+36.4% | $5,638+56.0% | $6,401+37.4% |
| Admin fee / account holder | $1,534 | $18,096-91.5% | $14,679-89.6% | $11,431-86.6% |