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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 | $43,788 | $92,743-52.8% | $82,744-47.1% | $134,532-67.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -21.19% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $1,966 | $3,273-39.9% | $3,008-34.7% | $4,741-58.5% |
| Participant deferral / active EE | $6,899 | $4,802+43.7% | $4,395+57.0% | $6,401+7.8% |
| Admin fee / account holder | $2,542 | $5,977-57.5% | $5,325-52.3% | $11,429-77.8% |