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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 | $34,977 | $138,075-74.7% | $123,552-71.7% | $135,379-74.2% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -31.31% | 153.70%-185.0pp | 119.20%-150.5pp | 519.79%-551.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,479 | $6,800-4.7% | $6,426+0.8% | $5,609+15.5% |
| Admin fee / account holder | $1,121 | $10,917-89.7% | $9,285-87.9% | $10,828-89.6% |