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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 | $58,432 | $209,422-72.1% | $178,503-67.3% | $158,982-63.2% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -0.81% | 188.81%-189.6pp | 151.12%-151.9pp | 302.99%-303.8pp |
| Employer contribution / active EE | $1,164 | $5,707-79.6% | $5,011-76.8% | $4,763-75.6% |
| Participant deferral / active EE | $6,136 | $5,955+3.0% | $5,202+17.9% | $5,983+2.5% |
| Admin fee / account holder | $20,887 | $17,079+22.3% | $13,987+49.3% | $11,252+85.6% |