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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 | $78,096 | $176,402-55.7% | $134,162-41.8% | $158,982-50.9% |
| Participation rate | 90.5% | 78.7%+11.8pp | 72.2%+18.3pp | 82.0%+8.5pp |
| Annual return | -5.65% | 63.66%-69.3pp | 36.35%-42.0pp | 302.99%-308.6pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,499 | $4,093-14.5% | $3,5000% | $5,983-41.5% |
| Admin fee / account holder | $13,035 | $8,719+49.5% | $6,685+95.0% | $11,252+15.9% |