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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 | $162,345 | $78,423+107.0% | $95,964+69.2% | $79,856+103.3% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.3pp |
| Annual return | -4.68% | 19.37%-24.1pp | 91.64%-96.3pp | 31.71%-36.4pp |
| Employer contribution / active EE | $1,430 | $1,945-26.5% | $2,541-43.7% | $2,471-42.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $741 | $5,622-86.8% | $6,797-89.1% | $5,306-86.0% |