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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 | $31,202 | $98,766-68.4% | $149,730-79.2% | $79,852-60.9% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.6%+17.3pp |
| Annual return | -9.77% | 27.43%-37.2pp | 276.70%-286.5pp | 31.72%-41.5pp |
| Employer contribution / active EE | $3,245 | $3,217+0.9% | $4,645-30.1% | $2,471+31.3% |
| Participant deferral / active EE | $6,209 | $5,681+9.3% | $6,843-9.3% | $3,740+66.0% |
| Admin fee / account holder | $27,830 | $6,052+359.8% | $9,310+198.9% | $5,306+424.5% |