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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 | $20,352 | $95,979-78.8% | $74,551-72.7% | $135,380-85.0% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -13.58% | 56.97%-70.6pp | 32.53%-46.1pp | 519.81%-533.4pp |
| Employer contribution / active EE | $3,390 | $2,716+24.8% | $1,961+72.9% | $4,779-29.1% |
| Participant deferral / active EE | $4,793 | $3,844+24.7% | $3,108+54.2% | $5,609-14.5% |
| Admin fee / account holder | $4,358 | $6,522-33.2% | $5,059-13.9% | $10,828-59.7% |