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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 | $50,543 | $133,998-62.3% | $112,263-55.0% | $134,545-62.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -21.43% | 47.17%-68.6pp | 27.49%-48.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $10,062 | $4,040+149.0% | $3,636+176.7% | $4,742+112.2% |
| Participant deferral / active EE | $11,902 | $5,292+124.9% | $4,729+151.7% | $6,401+85.9% |
| Admin fee / account holder | $990 | $7,493-86.8% | $6,410-84.6% | $11,431-91.3% |