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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 | $61,102 | $90,486-32.5% | $78,676-22.3% | $273,972-77.7% |
| Participation rate | 79.2% | 76.5%+2.6pp | 73.6%+5.6pp | 83.0%-3.8pp |
| Annual return | -1.68% | 75.62%-77.3pp | 62.19%-63.9pp | 41.46%-43.1pp |
| Employer contribution / active EE | $1,405 | $3,175-55.8% | $2,850-50.7% | $4,869-71.2% |
| Participant deferral / active EE | $2,833 | $3,901-27.4% | $3,517-19.5% | $5,287-46.4% |
| Admin fee / account holder | $3,636 | $5,263-30.9% | $4,510-19.4% | $10,133-64.1% |