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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 | $58,059 | $77,638-25.2% | $156,551-62.9% | $62,881-7.7% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | -2.65% | 50.33%-53.0pp | 32.23%-34.9pp | 20.14%-22.8pp |
| Employer contribution / active EE | $4,702 | $3,444+36.5% | $5,501-14.5% | $2,281+106.1% |
| Participant deferral / active EE | $1,618 | $3,046-46.9% | $4,871-66.8% | $3,203-49.5% |
| Admin fee / account holder | $6,120 | $5,561+10.1% | $13,028-53.0% | $4,296+42.5% |