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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 | $120,306 | $82,678+45.5% | $125,391-4.1% | $68,490+75.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.75% | -5.97%-16.8pp | 572.41%-595.2pp | -7.85%-14.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $17,981 | $6,111+194.2% | $7,448+141.4% | $4,028+346.4% |
| Admin fee / account holder | $7,367 | $6,277+17.4% | $10,009-26.4% | $5,403+36.4% |