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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 | $72,036 | $133,998-46.2% | $112,263-35.8% | $134,545-46.5% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -22.05% | 47.17%-69.2pp | 27.49%-49.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $3,207 | $4,040-20.6% | $3,636-11.8% | $4,742-32.4% |
| Participant deferral / active EE | $8,516 | $5,292+60.9% | $4,729+80.1% | $6,401+33.0% |
| Admin fee / account holder | $1,924 | $7,493-74.3% | $6,410-70.0% | $11,431-83.2% |