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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 | $57,442 | $176,402-67.4% | $134,162-57.2% | $158,982-63.9% |
| Participation rate | 78.6% | 78.7%-0.2pp | 72.2%+6.4pp | 82.0%-3.4pp |
| Annual return | -5.31% | 63.66%-69.0pp | 36.35%-41.7pp | 302.99%-308.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,711 | $4,093-58.2% | $3,500-51.1% | $5,983-71.4% |
| Admin fee / account holder | $1,582 | $8,719-81.9% | $6,685-76.3% | $11,252-85.9% |