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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 | $99,869 | $167,353-40.3% | $143,797-30.5% | $134,545-25.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -20.71% | 0.48%-21.2pp | -0.04%-20.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,906 | $6,447+7.1% | $5,638+22.5% | $6,401+7.9% |
| Admin fee / account holder | $7,014 | $18,096-61.2% | $14,679-52.2% | $11,431-38.6% |