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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 | $102,462 | $175,646-41.7% | $129,118-20.6% | $134,532-23.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.2%+12.8pp | 81.2%+8.8pp |
| Annual return | -22.43% | -11.39%-11.0pp | -10.94%-11.5pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,090 | $6,355-67.1% | $5,051-58.6% | $4,741-55.9% |
| Participant deferral / active EE | $5,018 | $7,970-37.0% | $6,539-23.3% | $6,401-21.6% |
| Admin fee / account holder | $1,601 | $23,578-93.2% | $14,305-88.8% | $11,429-86.0% |