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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 | $33,197 | $134,001-75.2% | $112,258-70.4% | $134,509-75.3% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -23.45% | 47.15%-70.6pp | 27.47%-50.9pp | 418.13%-441.6pp |
| Employer contribution / active EE | $2,767 | $4,039-31.5% | $3,636-23.9% | $4,741-41.6% |
| Participant deferral / active EE | $6,830 | $5,291+29.1% | $4,728+44.4% | $6,400+6.7% |
| Admin fee / account holder | $333 | $7,491-95.6% | $6,411-94.8% | $11,427-97.1% |