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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 | $22,764 | $138,114-83.5% | $125,391-81.8% | $134,545-83.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.34% | 750.88%-772.2pp | 572.41%-593.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,648 | $5,246-68.6% | $4,816-65.8% | $4,742-65.3% |
| Participant deferral / active EE | $5,449 | $7,801-30.2% | $7,448-26.8% | $6,401-14.9% |
| Admin fee / account holder | $2,612 | $11,570-77.4% | $10,009-73.9% | $11,431-77.2% |