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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 | $63,960 | $90,590-29.4% | $90,782-29.5% | $135,380-52.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -13.87% | -3.40%-10.5pp | -3.42%-10.4pp | 519.81%-533.7pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,645 | $5,407+4.4% | $5,366+5.2% | $5,609+0.6% |
| Admin fee / account holder | $7,846 | $7,683+2.1% | $5,908+32.8% | $10,828-27.5% |