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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 | $104,929 | $154,193-31.9% | $130,045-19.3% | $139,466-24.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 4.24% | 32.51%-28.3pp | -137.30%+141.5pp | 373.66%-369.4pp |
| Employer contribution / active EE | $3,645 | $5,292-31.1% | $4,321-15.7% | $4,754-23.3% |
| Participant deferral / active EE | $9,733 | $6,709+45.1% | $5,820+67.2% | $6,712+45.0% |
| Admin fee / account holder | $50,799 | $13,989+263.1% | $10,600+379.2% | $11,409+345.3% |