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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 | $149,231 | $167,353-10.8% | $143,797+3.8% | $134,545+10.9% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -23.21% | 0.48%-23.7pp | -0.04%-23.2pp | 418.37%-441.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,227 | $6,447-3.4% | $5,638+10.4% | $6,401-2.7% |
| Admin fee / account holder | $796 | $18,096-95.6% | $14,679-94.6% | $11,431-93.0% |