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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 | $87,421 | $105,861-17.4% | $90,756-3.7% | $134,509-35.0% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -20.91% | -10.99%-9.9pp | -12.16%-8.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,147 | $5,217+152.0% | $4,565+188.0% | $6,400+105.4% |
| Admin fee / account holder | $10,390 | $13,938-25.5% | $8,445+23.0% | $11,427-9.1% |