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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 | $47,509 | $91,559-48.1% | $133,978-64.5% | $79,856-40.5% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | -5.91% | 61.85%-67.8pp | 45.10%-51.0pp | 31.71%-37.6pp |
| Employer contribution / active EE | $3,389 | $2,384+42.2% | $3,919-13.5% | $2,471+37.1% |
| Participant deferral / active EE | $7,118 | $3,734+90.6% | $5,047+41.0% | $3,741+90.3% |
| Admin fee / account holder | $2,823 | $6,321-55.3% | $8,930-68.4% | $5,306-46.8% |