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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 | $59,861 | $82,674-27.6% | $125,363-52.2% | $68,495-12.6% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -20.65% | -5.97%-14.7pp | 572.15%-592.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $7,174 | $3,382+112.2% | $4,815+49.0% | $2,596+176.3% |
| Participant deferral / active EE | $12,229 | $6,111+100.1% | $7,447+64.2% | $4,028+203.6% |
| Admin fee / account holder | $4,358 | $6,276-30.6% | $10,005-56.4% | $5,403-19.4% |