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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 | $83,813 | $105,866-20.8% | $90,766-7.7% | $134,545-37.7% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -32.24% | -10.99%-21.3pp | -12.16%-20.1pp | 418.37%-450.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,573 | $5,217-50.7% | $4,565-43.6% | $6,401-59.8% |
| Admin fee / account holder | $4,680 | $13,938-66.4% | $8,446-44.6% | $11,431-59.1% |