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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 | $55,851 | $138,114-59.6% | $125,391-55.5% | $134,545-58.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.95% | 750.88%-771.8pp | 572.41%-593.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,064 | $5,246-60.6% | $4,816-57.1% | $4,742-56.5% |
| Participant deferral / active EE | $8,268 | $7,801+6.0% | $7,448+11.0% | $6,401+29.2% |
| Admin fee / account holder | $257,437 | $11,570+2125.0% | $10,009+2472.2% | $11,431+2152.2% |