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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 | $73,022 | $82,678-11.7% | $125,391-41.8% | $68,490+6.6% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | -23.72% | -5.97%-17.8pp | 572.41%-596.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,021 | $6,111+96.7% | $7,448+61.4% | $4,028+198.5% |
| Admin fee / account holder | $3,691 | $6,277-41.2% | $10,009-63.1% | $5,403-31.7% |