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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 | $20,571 | $142,392-85.6% | $119,622-82.8% | $134,532-84.7% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.3%-3.1pp | 81.2%-5.0pp |
| Annual return | -46.11% | -12.46%-33.7pp | -14.98%-31.1pp | 418.27%-464.4pp |
| Employer contribution / active EE | $1,570 | $5,224-69.9% | $4,232-62.9% | $4,741-66.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,570 | $13,593-88.5% | $10,328-84.8% | $11,429-86.3% |