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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 | $102,068 | $107,368-4.9% | $92,915+9.9% | $152,909-33.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | -4.01% | 145.64%-149.7pp | 109.45%-113.5pp | 345.46%-349.5pp |
| Employer contribution / active EE | $1,561 | $4,222-63.0% | $3,653-57.3% | $4,764-67.2% |
| Participant deferral / active EE | $3,188 | $4,848-34.3% | $4,238-24.8% | $5,851-45.5% |
| Admin fee / account holder | $20,125 | $7,082+184.2% | $5,796+247.2% | $11,601+73.5% |