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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 | $19,756 | $100,811-80.4% | $86,698-77.2% | $134,545-85.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -22.07% | 29.11%-51.2pp | 35.96%-58.0pp | 418.37%-440.4pp |
| Employer contribution / active EE | $6,420 | $3,490+84.0% | $2,837+126.3% | $4,742+35.4% |
| Participant deferral / active EE | $4,817 | $5,339-9.8% | $4,656+3.4% | $6,401-24.8% |
| Admin fee / account holder | $6,193 | $10,926-43.3% | $7,492-17.3% | $11,431-45.8% |