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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 | $115,152 | $133,998-14.1% | $112,263+2.6% | $134,545-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.37% | 47.17%-70.5pp | 27.49%-50.9pp | 418.37%-441.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,718 | $5,292-67.5% | $4,729-63.7% | $6,401-73.2% |
| Admin fee / account holder | $8,017 | $7,493+7.0% | $6,410+25.1% | $11,431-29.9% |