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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 | $148,593 | $167,352-11.2% | $143,788+3.3% | $134,509+10.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -29.86% | 0.47%-30.3pp | -0.03%-29.8pp | 418.13%-448.0pp |
| Employer contribution / active EE | $14,258 | $5,620+153.7% | $4,952+187.9% | $4,741+200.8% |
| Participant deferral / active EE | $9,203 | $6,447+42.7% | $5,638+63.2% | $6,400+43.8% |
| Admin fee / account holder | $1,040 | $18,091-94.3% | $14,675-92.9% | $11,427-90.9% |