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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 | $181,513 | $92,219+96.8% | $76,767+136.4% | $135,380+34.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -10.49% | 5.46%-15.9pp | 2.43%-12.9pp | 519.81%-530.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,490 | $4,508+154.9% | $3,852+198.3% | $5,609+104.9% |
| Admin fee / account holder | $38,986 | $10,749+262.7% | $6,675+484.0% | $10,828+260.0% |