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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 | $78,654 | $138,102-43.0% | $125,381-37.3% | $134,532-41.5% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -21.74% | 750.73%-772.5pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,111 | $7,801+42.4% | $7,448+49.2% | $6,401+73.6% |
| Admin fee / account holder | $14,009 | $11,568+21.1% | $10,007+40.0% | $11,429+22.6% |