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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 | $75,287 | $91,537-17.8% | $130,045-42.1% | $75,173+0.2% |
| Participation rate | 97.6% | 71.5%+26.2pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | -6.51% | -631.55%+625.0pp | -137.30%+130.8pp | 160.72%-167.2pp |
| Employer contribution / active EE | $3,521 | $2,845+23.8% | $4,321-18.5% | $2,671+31.8% |
| Participant deferral / active EE | $7,900 | $4,343+81.9% | $5,820+35.7% | $4,126+91.5% |
| Admin fee / account holder | $2,730 | $6,780-59.7% | $10,600-74.2% | $5,651-51.7% |