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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 | $55,449 | $90,467-38.7% | $93,759-40.9% | $134,532-58.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -23.18% | -15.72%-7.5pp | -11.33%-11.9pp | 418.27%-441.4pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $19,225 | $5,980+221.5% | $6,096+215.4% | $6,401+200.3% |
| Admin fee / account holder | $6,118 | $9,258-33.9% | $7,197-15.0% | $11,429-46.5% |