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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 | $69,204 | $49,177+40.7% | $79,476-12.9% | $64,181+7.8% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -10.73% | -1.16%-9.6pp | 718.21%-728.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $6,760 | $2,076+225.6% | $2,800+141.4% | $2,381+183.9% |
| Participant deferral / active EE | $9,769 | $2,821+246.3% | $3,704+163.8% | $3,470+181.6% |
| Admin fee / account holder | $1,153 | $3,839-70.0% | $5,113-77.5% | $4,887-76.4% |