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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 | $48,627 | $82,674-41.2% | $125,381-61.2% | $68,486-29.0% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -20.78% | -5.97%-14.8pp | 572.31%-593.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $6,523 | $3,382+92.9% | $4,815+35.5% | $2,597+151.2% |
| Participant deferral / active EE | $12,261 | $6,111+100.6% | $7,448+64.6% | $4,028+204.4% |
| Admin fee / account holder | $9,017 | $6,277+43.7% | $10,007-9.9% | $5,404+66.9% |