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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 | $37,707 | $82,674-54.4% | $125,381-69.9% | $68,486-44.9% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.1pp |
| Employer contribution / active EE | $3,462 | $3,382+2.4% | $4,815-28.1% | $2,597+33.3% |
| Participant deferral / active EE | $7,650 | $6,111+25.2% | $7,448+2.7% | $4,028+89.9% |
| Admin fee / account holder | $2,770 | $6,277-55.9% | $10,007-72.3% | $5,404-48.7% |