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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 | $236,851 | $82,674+186.5% | $125,381+88.9% | $68,486+245.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -20.49% | -5.97%-14.5pp | 572.31%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $20,859 | $6,111+241.4% | $7,448+180.1% | $4,028+417.9% |
| Admin fee / account holder | $11,415 | $6,277+81.9% | $10,007+14.1% | $5,404+111.2% |