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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 | $65,404 | $102,382-36.1% | $147,005-55.5% | $80,874-19.1% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.6pp | 67.6%+20.2pp |
| Annual return | -5.97% | 134.89%-140.9pp | 418.76%-424.7pp | 35.62%-41.6pp |
| Employer contribution / active EE | $3,179 | $3,715-14.4% | $4,934-35.6% | $2,756+15.4% |
| Participant deferral / active EE | $14,361 | $6,646+116.1% | $8,070+78.0% | $4,297+234.2% |
| Admin fee / account holder | $7,543 | $7,942-5.0% | $13,006-42.0% | $6,935+8.8% |