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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 | $77,151 | $138,102-44.1% | $125,381-38.5% | $134,532-42.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -24.81% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,555 | $7,801+48.1% | $7,448+55.1% | $6,401+80.5% |
| Admin fee / account holder | $1,324 | $11,568-88.6% | $10,007-86.8% | $11,429-88.4% |