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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 | $38,511 | $152,597-74.8% | $117,533-67.2% | $134,532-71.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -21.26% | 53.04%-74.3pp | 29.77%-51.0pp | 418.27%-439.5pp |
| Employer contribution / active EE | $5,520 | $5,576-1.0% | $4,179+32.1% | $4,741+16.4% |
| Participant deferral / active EE | $11,156 | $4,821+131.4% | $4,072+174.0% | $6,401+74.3% |
| Admin fee / account holder | $5,948 | $7,007-15.1% | $5,647+5.3% | $11,429-48.0% |