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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 | $34,466 | $134,001-74.3% | $112,258-69.3% | $134,509-74.4% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -24.15% | 47.15%-71.3pp | 27.47%-51.6pp | 418.13%-442.3pp |
| Employer contribution / active EE | $8,897 | $4,039+120.3% | $3,636+144.7% | $4,741+87.7% |
| Participant deferral / active EE | $5,663 | $5,291+7.0% | $4,728+19.8% | $6,400-11.5% |
| Admin fee / account holder | $5,935 | $7,491-20.8% | $6,411-7.4% | $11,427-48.1% |