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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 | $65,297 | $72,404-9.8% | $110,243-40.8% | $64,173+1.8% |
| Participation rate | 74.0% | 73.3%+0.7pp | 79.8%-5.8pp | 69.6%+4.5pp |
| Annual return | -10.95% | -6.29%-4.7pp | 314.76%-325.7pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,762 | $2,282-22.8% | $3,827-53.9% | $2,381-26.0% |
| Participant deferral / active EE | $3,288 | $3,469-5.2% | $4,672-29.6% | $3,470-5.2% |
| Admin fee / account holder | $887 | $5,664-84.3% | $8,548-89.6% | $4,887-81.9% |