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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 | $28,780 | $157,296-81.7% | $141,191-79.6% | $152,897-81.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | -7.96% | 64.34%-72.3pp | 71.41%-79.4pp | 345.43%-353.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,814 | $7,111+9.9% | $6,710+16.5% | $5,851+33.6% |
| Admin fee / account holder | $2,580 | $12,125-78.7% | $10,264-74.9% | $11,599-77.8% |