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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 | $113,687 | $183,516-38.1% | $155,534-26.9% | $145,884-22.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | -7.22% | 61.43%-68.6pp | 64.92%-72.1pp | 551.85%-559.1pp |
| Employer contribution / active EE | $2,439 | $5,315-54.1% | $4,675-47.8% | $4,662-47.7% |
| Participant deferral / active EE | $4,825 | $6,467-25.4% | $5,630-14.3% | $6,690-27.9% |
| Admin fee / account holder | $3,562 | $19,293-81.5% | $15,900-77.6% | $13,392-73.4% |