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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 | $19,893 | $95,979-79.3% | $74,551-73.3% | $135,380-85.3% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -10.49% | 56.97%-67.5pp | 32.53%-43.0pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,885 | $2,716-30.6% | $1,961-3.9% | $4,779-60.5% |
| Participant deferral / active EE | $7,112 | $3,844+85.0% | $3,108+128.8% | $5,609+26.8% |
| Admin fee / account holder | $1,515 | $6,522-76.8% | $5,059-70.0% | $10,828-86.0% |