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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 | $111,513 | $167,362-33.4% | $143,799-22.5% | $134,532-17.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.70% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,828 | $5,620-67.5% | $4,952-63.1% | $4,741-61.5% |
| Participant deferral / active EE | $4,366 | $6,447-32.3% | $5,638-22.6% | $6,401-31.8% |
| Admin fee / account holder | $2,013 | $18,094-88.9% | $14,677-86.3% | $11,429-82.4% |