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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 | $37,466 | $77,920-51.9% | $149,723-75.0% | $75,177-50.2% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | -7.35% | 31.72%-39.1pp | 134.50%-141.9pp | 160.75%-168.1pp |
| Employer contribution / active EE | $2,326 | $3,138-25.9% | $4,821-51.8% | $2,671-12.9% |
| Participant deferral / active EE | $5,065 | $3,411+48.5% | $5,682-10.9% | $4,126+22.7% |
| Admin fee / account holder | $7,034 | $5,951+18.2% | $13,215-46.8% | $5,651+24.5% |