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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 | $25,556 | $134,001-80.9% | $112,258-77.2% | $134,509-81.0% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -22.84% | 47.15%-70.0pp | 27.47%-50.3pp | 418.13%-441.0pp |
| Employer contribution / active EE | $4,754 | $4,039+17.7% | $3,636+30.8% | $4,741+0.3% |
| Participant deferral / active EE | $8,545 | $5,291+61.5% | $4,728+80.7% | $6,400+33.5% |
| Admin fee / account holder | $2,685 | $7,491-64.2% | $6,411-58.1% | $11,427-76.5% |