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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 | $45,711 | $133,998-65.9% | $112,263-59.3% | $134,545-66.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -28.12% | 47.17%-75.3pp | 27.49%-55.6pp | 418.37%-446.5pp |
| Employer contribution / active EE | $6,682 | $4,040+65.4% | $3,636+83.8% | $4,742+40.9% |
| Participant deferral / active EE | $14,938 | $5,292+182.2% | $4,729+215.8% | $6,401+133.4% |
| Admin fee / account holder | $972 | $7,493-87.0% | $6,410-84.8% | $11,431-91.5% |