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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 | $27,342 | $167,533-83.7% | $151,645-82.0% | $134,545-79.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -41.69% | 7.81%-49.5pp | 3.34%-45.0pp | 418.37%-460.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,800 | $8,985+53.6% | $8,363+65.0% | $6,401+115.6% |
| Admin fee / account holder | $974 | $13,781-92.9% | $11,614-91.6% | $11,431-91.5% |