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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 | $59,599 | $90,486-34.1% | $78,676-24.2% | $273,972-78.2% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | -2.53% | 75.62%-78.1pp | 62.19%-64.7pp | 41.46%-44.0pp |
| Employer contribution / active EE | $4,984 | $3,175+57.0% | $2,850+74.9% | $4,869+2.4% |
| Participant deferral / active EE | $5,278 | $3,901+35.3% | $3,517+50.1% | $5,287-0.2% |
| Admin fee / account holder | $11,076 | $5,263+110.4% | $4,510+145.6% | $10,133+9.3% |