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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 | $34,961 | $201,264-82.6% | $184,185-81.0% | $145,978-76.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | -15.41% | 29.00%-44.4pp | 28.81%-44.2pp | 550.52%-565.9pp |
| Employer contribution / active EE | $2,356 | $7,021-66.4% | $6,426-63.3% | $4,662-49.5% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,392 | $16,376-61.0% | $13,909-54.0% | $13,400-52.3% |