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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 | $81,311 | $105,867-23.2% | $90,760-10.4% | $134,532-39.6% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -21.14% | -10.99%-10.2pp | -12.16%-9.0pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,932 | $5,217-43.8% | $4,565-35.8% | $6,401-54.2% |
| Admin fee / account holder | $862 | $13,936-93.8% | $8,444-89.8% | $11,429-92.5% |