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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 | $61,921 | $82,678-25.1% | $125,391-50.6% | $68,490-9.6% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -24.60% | -5.97%-18.6pp | 572.41%-597.0pp | -7.85%-16.8pp |
| Employer contribution / active EE | $5,126 | $3,382+51.6% | $4,816+6.5% | $2,597+97.4% |
| Participant deferral / active EE | $12,292 | $6,111+101.1% | $7,448+65.0% | $4,028+205.2% |
| Admin fee / account holder | $4,486 | $6,277-28.5% | $10,009-55.2% | $5,403-17.0% |