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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 | $31,014 | $159,978-80.6% | $147,041-78.9% | $145,978-78.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | -0.93% | 98.36%-99.3pp | 419.21%-420.1pp | 550.52%-551.4pp |
| Employer contribution / active EE | $1,750 | $5,288-66.9% | $4,935-64.5% | $4,662-62.5% |
| Participant deferral / active EE | $6,989 | $8,429-17.1% | $8,071-13.4% | $6,690+4.5% |
| Admin fee / account holder | $4,208 | $15,053-72.0% | $13,006-67.7% | $13,400-68.6% |