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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 | $25,551 | $82,674-69.1% | $125,363-79.6% | $68,495-62.7% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -23.32% | -5.97%-17.4pp | 572.15%-595.5pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,620 | $3,382-22.5% | $4,815-45.6% | $2,596+0.9% |
| Participant deferral / active EE | $9,647 | $6,111+57.9% | $7,447+29.5% | $4,028+139.5% |
| Admin fee / account holder | $1,680 | $6,276-73.2% | $10,005-83.2% | $5,403-68.9% |