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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 | $85,936 | $82,678+3.9% | $125,391-31.5% | $68,490+25.5% |
| Participation rate | 82.1% | 75.1%+7.1pp | 82.4%-0.2pp | 67.9%+14.2pp |
| Annual return | -21.13% | -5.97%-15.2pp | 572.41%-593.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $903 | $3,382-73.3% | $4,816-81.3% | $2,597-65.2% |
| Participant deferral / active EE | $8,123 | $6,111+32.9% | $7,448+9.1% | $4,028+101.7% |
| Admin fee / account holder | $10,051 | $6,277+60.1% | $10,009+0.4% | $5,403+86.0% |