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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 | $57,028 | $133,998-57.4% | $112,263-49.2% | $134,545-57.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -21.15% | 47.17%-68.3pp | 27.49%-48.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,468 | $4,040-38.9% | $3,636-32.1% | $4,742-48.0% |
| Participant deferral / active EE | $5,316 | $5,292+0.4% | $4,729+12.4% | $6,401-17.0% |
| Admin fee / account holder | $7,233 | $7,493-3.5% | $6,410+12.8% | $11,431-36.7% |