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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 | $54,150 | $138,102-60.8% | $125,381-56.8% | $134,532-59.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -22.25% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,406 | $7,801+7.8% | $7,448+12.9% | $6,401+31.3% |
| Admin fee / account holder | $350 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |