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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 | $86,600 | $95,915-9.7% | $79,580+8.8% | $134,532-35.6% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -22.04% | -2.71%-19.3pp | 0.15%-22.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,603 | $4,693-65.9% | $3,985-59.8% | $6,401-75.0% |
| Admin fee / account holder | $4,916 | $9,132-46.2% | $6,835-28.1% | $11,429-57.0% |