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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 | $46,193 | $138,114-66.6% | $125,391-63.2% | $134,545-65.7% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -21.00% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,374 | $5,246-73.8% | $4,816-71.5% | $4,742-71.0% |
| Participant deferral / active EE | $5,719 | $7,801-26.7% | $7,448-23.2% | $6,401-10.7% |
| Admin fee / account holder | $1,661 | $11,570-85.6% | $10,009-83.4% | $11,431-85.5% |