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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 | $95,723 | $91,537+4.6% | $130,045-26.4% | $75,173+27.3% |
| Participation rate | 85.4% | 71.5%+13.9pp | 78.5%+6.9pp | 67.2%+18.2pp |
| Annual return | 10.13% | -631.55%+641.7pp | -137.30%+147.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,370 | $4,343-22.4% | $5,820-42.1% | $4,126-18.3% |
| Admin fee / account holder | $13,525 | $6,780+99.5% | $10,600+27.6% | $5,651+139.4% |