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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 | $53,432 | $75,962-29.7% | $154,111-65.3% | $64,173-16.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -8.34% | 30.32%-38.7pp | 735.18%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,341 | $3,350-30.1% | $5,298-55.8% | $2,381-1.7% |
| Participant deferral / active EE | $3,757 | $3,175+18.3% | $5,081-26.1% | $3,470+8.3% |
| Admin fee / account holder | $1,778 | $5,589-68.2% | $13,411-86.7% | $4,887-63.6% |