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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 | $72,145 | $93,117-22.5% | $77,096-6.4% | $134,532-46.4% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -33.21% | 62.67%-95.9pp | 42.35%-75.6pp | 418.27%-451.5pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,036 | $5,241-3.9% | $4,429+13.7% | $6,401-21.3% |
| Admin fee / account holder | $356 | $6,948-94.9% | $5,428-93.4% | $11,429-96.9% |