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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 | $249,250 | $167,362+48.9% | $143,799+73.3% | $134,532+85.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.38% | 0.47%-25.9pp | -0.04%-25.3pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,385 | $6,447+61.1% | $5,638+84.2% | $6,401+62.2% |
| Admin fee / account holder | $3,394 | $18,094-81.2% | $14,677-76.9% | $11,429-70.3% |