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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 | $112,839 | $138,078-18.3% | $125,363-10.0% | $134,509-16.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -21.94% | 750.49%-772.4pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,639 | $7,800-53.3% | $7,447-51.1% | $6,400-43.1% |
| Admin fee / account holder | $3,529 | $11,566-69.5% | $10,005-64.7% | $11,427-69.1% |