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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 | $72,352 | $67,823+6.7% | $52,425+38.0% | $137,256-47.3% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | -22.19% | 219.11%-241.3pp | 302.12%-324.3pp | 220.34%-242.5pp |
| Employer contribution / active EE | $992 | $1,163-14.7% | $914+8.5% | $4,156-76.1% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,639 | $2,844-7.2% | $2,495+5.8% | $12,270-78.5% |