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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 | $11,881 | $81,643-85.4% | $70,462-83.1% | $158,950-92.5% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | -1.35% | 208.51%-209.9pp | 109.08%-110.4pp | 302.91%-304.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,721 | $4,555+25.6% | $3,710+54.2% | $5,983-4.4% |
| Admin fee / account holder | $10,312 | $6,194+66.5% | $3,845+168.2% | $11,248-8.3% |