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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 | $23,726 | $138,114-82.8% | $125,391-81.1% | $134,545-82.4% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -23.31% | 750.88%-774.2pp | 572.41%-595.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $6,259 | $5,246+19.3% | $4,816+30.0% | $4,742+32.0% |
| Participant deferral / active EE | $4,686 | $7,801-39.9% | $7,448-37.1% | $6,401-26.8% |
| Admin fee / account holder | $1,853 | $11,570-84.0% | $10,009-81.5% | $11,431-83.8% |