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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 | $67,333 | $113,941-40.9% | $94,229-28.5% | $125,389-46.3% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -4.30% | 5.29%-9.6pp | 10.68%-15.0pp | 282.24%-286.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,719 | $5,179-66.8% | $4,320-60.2% | $5,352-67.9% |
| Admin fee / account holder | $803 | $8,392-90.4% | $6,269-87.2% | $9,541-91.6% |