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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 | $24,827 | $142,409-82.6% | $119,634-79.2% | $134,545-81.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.00% | -12.46%-13.5pp | -14.98%-11.0pp | 418.37%-444.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,711 | $6,468-27.2% | $5,601-15.9% | $6,401-26.4% |
| Admin fee / account holder | $928 | $13,594-93.2% | $10,329-91.0% | $11,431-91.9% |