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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 | $101,865 | $87,546+16.4% | $75,784+34.4% | $125,389-18.8% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -23.83% | 13.49%-37.3pp | 9.68%-33.5pp | 282.24%-306.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,406 | $4,230+4.2% | $3,652+20.6% | $5,352-17.7% |
| Admin fee / account holder | $514 | $6,503-92.1% | $5,300-90.3% | $9,541-94.6% |