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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 | $76,605 | $138,114-44.5% | $125,391-38.9% | $134,545-43.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.85% | 750.88%-771.7pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,842 | $7,801-37.9% | $7,448-35.0% | $6,401-24.4% |
| Admin fee / account holder | $1,133 | $11,570-90.2% | $10,009-88.7% | $11,431-90.1% |