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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 | $88,177 | $154,228-42.8% | $145,433-39.4% | $137,256-35.8% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | -27.09% | 74.59%-101.7pp | 66.58%-93.7pp | 220.34%-247.4pp |
| Employer contribution / active EE | $19,519 | $4,804+306.3% | $4,554+328.6% | $4,156+369.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,587 | $14,344-54.1% | $13,129-49.8% | $12,270-46.3% |