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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 | $35,386 | $138,075-74.4% | $123,552-71.4% | $135,379-73.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -17.37% | 153.70%-171.1pp | 119.20%-136.6pp | 519.79%-537.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $15,250 | $6,800+124.3% | $6,426+137.3% | $5,609+171.9% |
| Admin fee / account holder | $438 | $10,917-96.0% | $9,285-95.3% | $10,828-96.0% |