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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 | $53,727 | $82,678-35.0% | $125,391-57.2% | $68,490-21.6% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.41%-593.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,554 | $3,382-54.0% | $4,816-67.7% | $2,597-40.1% |
| Participant deferral / active EE | $3,437 | $6,111-43.8% | $7,448-53.9% | $4,028-14.7% |
| Admin fee / account holder | $860 | $6,277-86.3% | $10,009-91.4% | $5,403-84.1% |