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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 | $217,213 | $167,353+29.8% | $143,797+51.1% | $134,545+61.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -21.74% | 0.48%-22.2pp | -0.04%-21.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $2,057 | $5,620-63.4% | $4,952-58.5% | $4,742-56.6% |
| Participant deferral / active EE | $6,887 | $6,447+6.8% | $5,638+22.2% | $6,401+7.6% |
| Admin fee / account holder | $361 | $18,096-98.0% | $14,679-97.5% | $11,431-96.8% |