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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 | $68,388 | $138,102-50.5% | $125,381-45.5% | $134,532-49.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.36% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $2,355 | $5,245-55.1% | $4,815-51.1% | $4,741-50.3% |
| Participant deferral / active EE | $5,814 | $7,801-25.5% | $7,448-21.9% | $6,401-9.2% |
| Admin fee / account holder | $10,706 | $11,568-7.5% | $10,007+7.0% | $11,429-6.3% |