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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 | $133,981-75.2% | $112,249-70.4% | $134,532-75.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -23.45% | 47.16%-70.6pp | 27.48%-50.9pp | 418.27%-441.7pp |
| Employer contribution / active EE | $2,767 | $4,040-31.5% | $3,636-23.9% | $4,741-41.6% |
| Participant deferral / active EE | $6,830 | $5,292+29.1% | $4,729+44.4% | $6,401+6.7% |
| Admin fee / account holder | $333 | $7,492-95.6% | $6,412-94.8% | $11,429-97.1% |