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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 | $35,456 | $91,536-61.3% | $130,062-72.7% | $75,177-52.8% |
| Participation rate | 88.9% | 71.5%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 10.30% | -631.62%+641.9pp | -137.37%+147.7pp | 160.75%-150.4pp |
| Employer contribution / active EE | $2,745 | $2,845-3.5% | $4,322-36.5% | $2,671+2.8% |
| Participant deferral / active EE | $2,307 | $4,343-46.9% | $5,821-60.4% | $4,126-44.1% |
| Admin fee / account holder | $4,196 | $6,780-38.1% | $10,601-60.4% | $5,651-25.8% |