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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 | $158,231 | $106,280+48.9% | $96,538+63.9% | $139,487+13.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | -8.56% | 38.48%-47.0pp | 35.74%-44.3pp | 373.84%-382.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,924 | $5,457-46.4% | $4,880-40.1% | $6,713-56.4% |
| Admin fee / account holder | $1,814 | $7,888-77.0% | $6,737-73.1% | $11,407-84.1% |