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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 | $102,422-36.1% | $147,117-55.5% | $80,959-19.2% |
| Participation rate | 87.8% | 75.9%+11.9pp | 82.2%+5.6pp | 67.7%+20.1pp |
| Annual return | -5.97% | 135.16%-141.1pp | 420.54%-426.5pp | 35.67%-41.6pp |
| Employer contribution / active EE | $3,179 | $3,717-14.5% | $4,932-35.6% | $2,757+15.3% |
| Participant deferral / active EE | $14,361 | $6,652+115.9% | $8,065+78.1% | $4,300+233.9% |
| Admin fee / account holder | $7,543 | $7,953-5.2% | $12,993-41.9% | $6,925+8.9% |