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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 | $59,214 | $178,174-66.8% | $156,181-62.1% | $137,256-56.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | -23.29% | 84.19%-107.5pp | 64.87%-88.2pp | 220.34%-243.6pp |
| Employer contribution / active EE | $7,223 | $4,972+45.3% | $4,294+68.2% | $4,156+73.8% |
| Participant deferral / active EE | $7,944 | $6,888+15.3% | $6,132+29.5% | $6,407+24.0% |
| Admin fee / account holder | $20,041 | $17,404+15.2% | $14,586+37.4% | $12,270+63.3% |