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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 | $175,456 | $167,352+4.8% | $143,788+22.0% | $134,509+30.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -28.45% | 0.47%-28.9pp | -0.03%-28.4pp | 418.13%-446.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,550 | $6,447-29.4% | $5,638-19.3% | $6,400-28.9% |
| Admin fee / account holder | $16,658 | $18,091-7.9% | $14,675+13.5% | $11,427+45.8% |