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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 | $44,502 | $97,732-54.5% | $83,831-46.9% | $135,380-67.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -14.50% | 1287.56%-1302.1pp | 850.99%-865.5pp | 519.81%-534.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,555 | $4,683+40.0% | $4,082+60.6% | $5,609+16.9% |
| Admin fee / account holder | $539 | $6,675-91.9% | $5,479-90.2% | $10,828-95.0% |