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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 | $35,574 | $127,387-72.1% | $115,038-69.1% | $125,389-71.6% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | -5.47% | 31.28%-36.8pp | 26.14%-31.6pp | 282.24%-287.7pp |
| Employer contribution / active EE | $10,050 | $5,166+94.5% | $4,608+118.1% | $4,866+106.5% |
| Participant deferral / active EE | $7,521 | $6,423+17.1% | $6,026+24.8% | $5,352+40.5% |
| Admin fee / account holder | $31,179 | $9,516+227.6% | $8,175+281.4% | $9,541+226.8% |