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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 | $35,128 | $108,911-67.7% | $100,392-65.0% | $145,884-75.9% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | -8.84% | 58.23%-67.1pp | 49.45%-58.3pp | 551.85%-560.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,713 | $8,459-44.3% | $8,090-41.7% | $6,690-29.5% |
| Admin fee / account holder | $10,617 | $9,698+9.5% | $7,904+34.3% | $13,392-20.7% |