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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 | $55,795 | $82,674-32.5% | $125,381-55.5% | $68,486-18.5% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -20.49% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $4,383 | $3,382+29.6% | $4,815-9.0% | $2,597+68.8% |
| Participant deferral / active EE | $9,077 | $6,111+48.5% | $7,448+21.9% | $4,028+125.4% |
| Admin fee / account holder | $1,455 | $6,277-76.8% | $10,007-85.5% | $5,404-73.1% |