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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 | $104,136 | $82,674+26.0% | $125,381-16.9% | $68,486+52.1% |
| Participation rate | 76.2% | 75.1%+1.1pp | 82.4%-6.2pp | 67.9%+8.3pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.31%-592.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,879 | $3,382-44.4% | $4,815-61.0% | $2,597-27.6% |
| Participant deferral / active EE | $9,574 | $6,111+56.7% | $7,448+28.5% | $4,028+137.7% |
| Admin fee / account holder | $2,444 | $6,277-61.1% | $10,007-75.6% | $5,404-54.8% |