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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 | $166,799 | $97,020+71.9% | $83,327+100.2% | $135,380+23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.42% | 12.31%-31.7pp | 10.64%-30.1pp | 519.81%-539.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,481 | $5,964-8.1% | $5,565-1.5% | $5,609-2.3% |
| Admin fee / account holder | $33,773 | $8,426+300.8% | $7,540+347.9% | $10,828+211.9% |