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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 | $74,011 | $157,304-53.0% | $141,197-47.6% | $152,909-51.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | -18.27% | 64.34%-82.6pp | 71.41%-89.7pp | 345.46%-363.7pp |
| Employer contribution / active EE | $7,380 | $5,263+40.2% | $4,736+55.8% | $4,764+54.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,524 | $12,126-62.7% | $10,265-55.9% | $11,601-61.0% |