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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 | $109,254 | $154,209-29.2% | $130,062-16.0% | $139,487-21.7% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.8pp | 80.3%+2.0pp |
| Annual return | 8.57% | 32.52%-23.9pp | -137.37%+145.9pp | 373.84%-365.3pp |
| Employer contribution / active EE | $1,299 | $5,292-75.5% | $4,322-69.9% | $4,755-72.7% |
| Participant deferral / active EE | $4,213 | $6,709-37.2% | $5,821-27.6% | $6,713-37.2% |
| Admin fee / account holder | $5,937 | $13,988-57.6% | $10,601-44.0% | $11,407-48.0% |