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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 | $57,590 | $152,542-62.2% | $117,498-51.0% | $134,509-57.2% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -20.54% | 53.02%-73.6pp | 29.75%-50.3pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,146 | $4,819+48.3% | $4,071+75.5% | $6,400+11.7% |
| Admin fee / account holder | $2,913 | $7,006-58.4% | $5,646-48.4% | $11,427-74.5% |