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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 | $154,145-29.1% | $130,014-16.0% | $139,427-21.6% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 8.57% | 32.49%-23.9pp | -137.22%+145.8pp | 373.27%-364.7pp |
| Employer contribution / active EE | $1,299 | $5,290-75.4% | $4,320-69.9% | $4,752-72.7% |
| Participant deferral / active EE | $4,213 | $6,711-37.2% | $5,821-27.6% | $6,711-37.2% |
| Admin fee / account holder | $5,937 | $14,009-57.6% | $10,616-44.1% | $11,404-47.9% |