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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 | $54,153 | $92,743-41.6% | $82,744-34.6% | $134,532-59.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -21.21% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $722 | $3,273-77.9% | $3,008-76.0% | $4,741-84.8% |
| Participant deferral / active EE | $3,870 | $4,802-19.4% | $4,395-11.9% | $6,401-39.5% |
| Admin fee / account holder | $9,893 | $5,977+65.5% | $5,325+85.8% | $11,429-13.4% |