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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 | $107,698 | $142,392-24.4% | $119,622-10.0% | $134,532-19.9% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -21.26% | -12.46%-8.8pp | -14.98%-6.3pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,345 | $5,224-36.0% | $4,232-21.0% | $4,741-29.4% |
| Participant deferral / active EE | $13,236 | $6,467+104.7% | $5,601+136.3% | $6,401+106.8% |
| Admin fee / account holder | $1,869 | $13,593-86.3% | $10,328-81.9% | $11,429-83.6% |