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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 | $102,714 | $138,102-25.6% | $125,381-18.1% | $134,532-23.7% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -23.80% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,022 | $5,245-61.4% | $4,815-58.0% | $4,741-57.3% |
| Participant deferral / active EE | $3,402 | $7,801-56.4% | $7,448-54.3% | $6,401-46.9% |
| Admin fee / account holder | $1,891 | $11,568-83.7% | $10,007-81.1% | $11,429-83.5% |