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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 | $40,359 | $162,812-75.2% | $133,971-69.9% | $158,966-74.6% |
| Participation rate | 82.4% | 83.2%-0.9pp | 79.8%+2.5pp | 82.0%+0.4pp |
| Annual return | -1.96% | 41.94%-43.9pp | 45.09%-47.1pp | 302.95%-304.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,260 | $5,910-61.8% | $5,047-55.2% | $5,983-62.2% |
| Admin fee / account holder | $28,530 | $11,741+143.0% | $8,929+219.5% | $11,250+153.6% |