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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 | $148,236 | $127,387+16.4% | $115,038+28.9% | $125,389+18.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -4.83% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $3,260 | $5,166-36.9% | $4,608-29.3% | $4,866-33.0% |
| Participant deferral / active EE | $4,009 | $6,423-37.6% | $6,026-33.5% | $5,352-25.1% |
| Admin fee / account holder | $1,467 | $9,516-84.6% | $8,175-82.1% | $9,541-84.6% |