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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 | $105,638 | $167,503-36.9% | $151,627-30.3% | $134,493-21.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.87% | 7.80%-30.7pp | 3.33%-26.2pp | 418.01%-440.9pp |
| Employer contribution / active EE | $3,646 | $6,829-46.6% | $6,166-40.9% | $4,740-23.1% |
| Participant deferral / active EE | $9,468 | $8,985+5.4% | $8,363+13.2% | $6,400+47.9% |
| Admin fee / account holder | $13,159 | $13,777-4.5% | $11,612+13.3% | $11,425+15.2% |