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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 | $43,928 | $82,678-46.9% | $125,391-65.0% | $68,490-35.9% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -23.32% | -5.97%-17.3pp | 572.41%-595.7pp | -7.85%-15.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,709 | $6,111-39.3% | $7,448-50.2% | $4,028-7.9% |
| Admin fee / account holder | $5,478 | $6,277-12.7% | $10,009-45.3% | $5,403+1.4% |