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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 | $32,083 | $162,781-80.3% | $133,956-76.0% | $158,931-79.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.54% | 41.94%-50.5pp | 45.09%-53.6pp | 302.86%-311.4pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,855 | $5,911-68.6% | $5,048-63.2% | $5,982-69.0% |
| Admin fee / account holder | $1,246 | $11,736-89.4% | $8,927-86.0% | $11,247-88.9% |