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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 | $64,163 | $90,486-29.1% | $78,676-18.4% | $273,972-76.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | -3.02% | 75.62%-78.6pp | 62.19%-65.2pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,961 | $3,901+78.4% | $3,517+97.9% | $5,287+31.7% |
| Admin fee / account holder | $1,667 | $5,263-68.3% | $4,510-63.0% | $10,133-83.5% |