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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 | $47,431 | $197,603-76.0% | $177,827-73.3% | $158,950-70.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | -11.87% | 58.76%-70.6pp | 48.32%-60.2pp | 302.91%-314.8pp |
| Employer contribution / active EE | $16,449 | $6,698+145.6% | $5,918+177.9% | $4,762+245.4% |
| Participant deferral / active EE | $22,771 | $8,404+170.9% | $7,713+195.2% | $5,983+280.6% |
| Admin fee / account holder | $11,225 | $15,402-27.1% | $12,429-9.7% | $11,248-0.2% |