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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 | $78,688 | $102,429-23.2% | $147,096-46.5% | $80,925-2.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | -16.91% | 135.02%-151.9pp | 419.75%-436.7pp | 35.65%-52.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $24,341 | $6,649+266.1% | $8,071+201.6% | $4,299+466.3% |
| Admin fee / account holder | $9,217 | $7,957+15.8% | $13,005-29.1% | $6,940+32.8% |