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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 | $103,555 | $134,001-22.7% | $112,258-7.8% | $134,509-23.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.49% | 47.15%-69.6pp | 27.47%-50.0pp | 418.13%-440.6pp |
| Employer contribution / active EE | $1,750 | $4,039-56.7% | $3,636-51.9% | $4,741-63.1% |
| Participant deferral / active EE | $3,517 | $5,291-33.5% | $4,728-25.6% | $6,400-45.0% |
| Admin fee / account holder | $3,913 | $7,491-47.8% | $6,411-39.0% | $11,427-65.8% |