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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 | $45,092 | $196,972-77.1% | $182,262-75.3% | $198,609-77.3% |
| Participation rate | 95.0% | 85.7%+9.3pp | 84.2%+10.8pp | 82.4%+12.6pp |
| Annual return | -10.85% | 158.27%-169.1pp | 140.60%-151.4pp | 202.70%-213.5pp |
| Employer contribution / active EE | $5,950 | $5,364+10.9% | $5,046+17.9% | $5,055+17.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,165 | $18,429-72.0% | $16,712-69.1% | $19,030-72.9% |