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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 | $102,414 | $152,591-32.9% | $117,529-12.9% | $134,545-23.9% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -22.08% | 53.04%-75.1pp | 29.77%-51.8pp | 418.37%-440.4pp |
| Employer contribution / active EE | $3,281 | $5,576-41.2% | $4,179-21.5% | $4,742-30.8% |
| Participant deferral / active EE | $8,556 | $4,821+77.5% | $4,072+110.1% | $6,401+33.7% |
| Admin fee / account holder | $16,470 | $7,004+135.1% | $5,645+191.8% | $11,431+44.1% |