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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 | $154,829 | $81,358+90.3% | $155,556-0.5% | $80,959+91.2% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | -36.16% | 33.39%-69.5pp | 64.84%-101.0pp | 35.67%-71.8pp |
| Employer contribution / active EE | $49,771 | $3,106+1502.2% | $4,675+964.5% | $2,757+1705.2% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,461 | $7,994+93.4% | $15,885-2.7% | $6,925+123.3% |