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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 | $102,374 | $42,910+138.6% | $60,919+68.0% | $68,490+49.5% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -18.88% | -13.99%-4.9pp | 16.96%-35.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,209 | $2,866+46.9% | $3,814+10.4% | $4,028+4.5% |
| Admin fee / account holder | $1,107 | $3,104-64.3% | $3,228-65.7% | $5,403-79.5% |