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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 | $156,398-43.6% | $147,318-40.1% | $138,895-36.5% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | -27.09% | 78.75%-105.8pp | 70.43%-97.5pp | 145.39%-172.5pp |
| Employer contribution / active EE | $19,519 | $4,853+302.2% | $4,593+325.0% | $4,194+365.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,587 | $14,976-56.0% | $13,708-51.9% | $12,562-47.6% |