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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 | $124,821 | $90,590+37.8% | $90,782+37.5% | $135,380-7.8% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.6%-7.6pp |
| Annual return | -9.10% | -3.40%-5.7pp | -3.42%-5.7pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,830 | $4,352-35.0% | $4,105-31.1% | $4,779-40.8% |
| Participant deferral / active EE | $3,084 | $5,407-43.0% | $5,366-42.5% | $5,609-45.0% |
| Admin fee / account holder | $471 | $7,683-93.9% | $5,908-92.0% | $10,828-95.6% |