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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 | $75,742 | $69,012+9.8% | $160,009-52.7% | $68,486+10.6% |
| Participation rate | 88.9% | 65.4%+23.5pp | 78.0%+10.9pp | 67.9%+21.0pp |
| Annual return | -22.11% | -9.65%-12.5pp | 408.85%-431.0pp | -7.85%-14.3pp |
| Employer contribution / active EE | $7,879 | $2,212+256.1% | $4,225+86.5% | $2,597+203.4% |
| Participant deferral / active EE | $4,639 | $4,212+10.2% | $6,183-25.0% | $4,028+15.2% |
| Admin fee / account holder | $5,002 | $4,798+4.2% | $8,715-42.6% | $5,404-7.4% |