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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 | $58,693 | $82,678-29.0% | $125,391-53.2% | $68,490-14.3% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,051 | $6,111-17.4% | $7,448-32.2% | $4,028+25.4% |
| Admin fee / account holder | $2,586 | $6,277-58.8% | $10,009-74.2% | $5,403-52.1% |