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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 | $62,907 | $94,529-33.5% | $140,019-55.1% | $64,173-2.0% |
| Participation rate | 78.8% | 84.1%-5.3pp | 87.5%-8.7pp | 69.6%+9.2pp |
| Annual return | -8.14% | 7.77%-15.9pp | 651.15%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,078 | $5,250-3.3% | $6,927-26.7% | $3,470+46.4% |
| Admin fee / account holder | $11,439 | $6,741+69.7% | $10,705+6.8% | $4,887+134.0% |