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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 | $108,747 | $105,861+2.7% | $90,756+19.8% | $134,509-19.2% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -25.40% | -10.99%-14.4pp | -12.16%-13.2pp | 418.13%-443.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,204 | $5,217-57.8% | $4,565-51.7% | $6,400-65.6% |
| Admin fee / account holder | $35,716 | $13,938+156.3% | $8,445+322.9% | $11,427+212.6% |