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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 | $52,927 | $82,678-36.0% | $125,391-57.8% | $68,490-22.7% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -25.00% | -5.97%-19.0pp | 572.41%-597.4pp | -7.85%-17.1pp |
| Employer contribution / active EE | $2,136 | $3,382-36.8% | $4,816-55.6% | $2,597-17.7% |
| Participant deferral / active EE | $2,867 | $6,111-53.1% | $7,448-61.5% | $4,028-28.8% |
| Admin fee / account holder | $5,847 | $6,277-6.9% | $10,009-41.6% | $5,403+8.2% |