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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 | $120,294 | $138,114-12.9% | $125,391-4.1% | $134,545-10.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.06% | 750.88%-771.9pp | 572.41%-593.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,041 | $7,801+41.5% | $7,448+48.2% | $6,401+72.5% |
| Admin fee / account holder | $641 | $11,570-94.5% | $10,009-93.6% | $11,431-94.4% |