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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 | $33,623 | $51,642-34.9% | $129,384-74.0% | $80,935-58.5% |
| Participation rate | 85.7% | 56.9%+28.8pp | 69.6%+16.1pp | 67.7%+18.1pp |
| Annual return | -24.65% | 20.78%-45.4pp | 9461.77%-9486.4pp | 35.66%-60.3pp |
| Employer contribution / active EE | $3,043 | $1,583+92.3% | $4,153-26.7% | $2,757+10.4% |
| Participant deferral / active EE | $5,653 | $2,670+111.8% | $4,166+35.7% | $4,299+31.5% |
| Admin fee / account holder | $3,194 | $4,312-25.9% | $7,686-58.4% | $6,924-53.9% |