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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 | $183,647 | $154,193+19.1% | $130,045+41.2% | $139,466+31.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 5.25% | 32.51%-27.3pp | -137.30%+142.6pp | 373.66%-368.4pp |
| Employer contribution / active EE | $2,122 | $5,292-59.9% | $4,321-50.9% | $4,754-55.4% |
| Participant deferral / active EE | $5,265 | $6,709-21.5% | $5,820-9.5% | $6,712-21.6% |
| Admin fee / account holder | $1,588 | $13,989-88.7% | $10,600-85.0% | $11,409-86.1% |