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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 | $69,078 | $82,674-16.4% | $125,381-44.9% | $68,486+0.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -28.21% | -5.97%-22.2pp | 572.31%-600.5pp | -7.85%-20.4pp |
| Employer contribution / active EE | $10,951 | $3,382+223.8% | $4,815+127.4% | $2,597+321.7% |
| Participant deferral / active EE | $6,132 | $6,111+0.3% | $7,448-17.7% | $4,028+52.3% |
| Admin fee / account holder | $1,535 | $6,277-75.5% | $10,007-84.7% | $5,404-71.6% |