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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 | $59,735 | $82,674-27.7% | $125,381-52.4% | $68,486-12.8% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -21.47% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,677 | $3,382-20.8% | $4,815-44.4% | $2,597+3.1% |
| Participant deferral / active EE | $7,920 | $6,111+29.6% | $7,448+6.3% | $4,028+96.6% |
| Admin fee / account holder | $1,176 | $6,277-81.3% | $10,007-88.2% | $5,404-78.2% |