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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 | $29,739 | $138,076-78.5% | $123,553-75.9% | $135,380-78.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -13.98% | 153.70%-167.7pp | 119.21%-133.2pp | 519.81%-533.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,304 | $6,800+36.8% | $6,426+44.8% | $5,609+65.9% |
| Admin fee / account holder | $18,207 | $10,917+66.8% | $9,284+96.1% | $10,828+68.1% |