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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 | $77,492 | $94,529-18.0% | $140,019-44.7% | $64,173+20.8% |
| Participation rate | 74.2% | 84.1%-9.9pp | 87.5%-13.3pp | 69.6%+4.6pp |
| Annual return | -10.41% | 7.77%-18.2pp | 651.17%-661.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $5,874 | $3,812+54.1% | $5,605+4.8% | $2,381+146.7% |
| Participant deferral / active EE | $7,045 | $5,250+34.2% | $6,927+1.7% | $3,470+103.0% |
| Admin fee / account holder | $547 | $6,741-91.9% | $10,705-94.9% | $4,887-88.8% |