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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 | $112,831 | $82,674+36.5% | $125,381-10.0% | $68,486+64.8% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -20.97% | -5.97%-15.0pp | 572.31%-593.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $4,924 | $3,382+45.6% | $4,815+2.3% | $2,597+89.6% |
| Participant deferral / active EE | $11,789 | $6,111+92.9% | $7,448+58.3% | $4,028+192.7% |
| Admin fee / account holder | $4,799 | $6,277-23.5% | $10,007-52.0% | $5,404-11.2% |