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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 | $95,508 | $91,559+4.3% | $133,971-28.7% | $79,852+19.6% |
| Participation rate | 91.5% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.9pp |
| Annual return | -9.49% | 61.85%-71.3pp | 45.09%-54.6pp | 31.72%-41.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,108 | $3,734+36.8% | $5,047+1.2% | $3,740+36.6% |
| Admin fee / account holder | $6,447 | $6,321+2.0% | $8,929-27.8% | $5,306+21.5% |