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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 | $32,673 | $133,981-75.6% | $112,249-70.9% | $134,532-75.7% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -24.83% | 47.16%-72.0pp | 27.48%-52.3pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,365 | $4,040-41.5% | $3,636-35.0% | $4,741-50.1% |
| Participant deferral / active EE | $4,102 | $5,292-22.5% | $4,729-13.3% | $6,401-35.9% |
| Admin fee / account holder | $1,367 | $7,492-81.8% | $6,412-78.7% | $11,429-88.0% |