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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 | $152,579 | $82,674+84.6% | $125,381+21.7% | $68,486+122.8% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -20.40% | -5.97%-14.4pp | 572.31%-592.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,356 | $3,382-30.3% | $4,815-51.1% | $2,597-9.3% |
| Participant deferral / active EE | $6,262 | $6,111+2.5% | $7,448-15.9% | $4,028+55.5% |
| Admin fee / account holder | $4,082 | $6,277-35.0% | $10,007-59.2% | $5,404-24.5% |