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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 | $89,692 | $133,998-33.1% | $112,263-20.1% | $134,545-33.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.78% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $3,463 | $4,040-14.3% | $3,636-4.8% | $4,742-27.0% |
| Participant deferral / active EE | $11,477 | $5,292+116.9% | $4,729+142.7% | $6,401+79.3% |
| Admin fee / account holder | $863 | $7,493-88.5% | $6,410-86.5% | $11,431-92.5% |