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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 | $219,647 | $71,878+205.6% | $86,698+153.3% | $68,486+220.7% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | -20.99% | 3.53%-24.5pp | 35.95%-56.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,400 | $2,173-35.6% | $2,837-50.6% | $2,597-46.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,070 | $6,113+32.0% | $7,493+7.7% | $5,404+49.3% |