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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 | $90,191 | $96,558-6.6% | $80,977+11.4% | $273,972-67.1% |
| Participation rate | 91.3% | 79.1%+12.2pp | 75.8%+15.5pp | 83.0%+8.3pp |
| Annual return | -22.32% | 15.14%-37.5pp | 17.11%-39.4pp | 41.46%-63.8pp |
| Employer contribution / active EE | $19,684 | $4,869+304.3% | $3,715+429.9% | $4,869+304.3% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,488 | $7,493-13.4% | $5,517+17.6% | $10,133-36.0% |