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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 | $54,421 | $82,674-34.2% | $125,381-56.6% | $68,486-20.5% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,183 | $3,382-35.5% | $4,815-54.7% | $2,597-15.9% |
| Participant deferral / active EE | $5,060 | $6,111-17.2% | $7,448-32.1% | $4,028+25.6% |
| Admin fee / account holder | $7,763 | $6,277+23.7% | $10,007-22.4% | $5,404+43.7% |