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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 | $122,161 | $82,674+47.8% | $125,381-2.6% | $68,486+78.4% |
| Participation rate | 92.1% | 75.1%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -23.05% | -5.97%-17.1pp | 572.31%-595.4pp | -7.85%-15.2pp |
| Employer contribution / active EE | $2,968 | $3,382-12.2% | $4,815-38.4% | $2,597+14.3% |
| Participant deferral / active EE | $3,673 | $6,111-39.9% | $7,448-50.7% | $4,028-8.8% |
| Admin fee / account holder | $3,321 | $6,277-47.1% | $10,007-66.8% | $5,404-38.5% |