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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 | $31,724 | $106,549-70.2% | $91,225-65.2% | $134,509-76.4% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -26.76% | 160.73%-187.5pp | 114.10%-140.9pp | 418.13%-444.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,769 | $4,719+64.6% | $4,234+83.5% | $6,400+21.4% |
| Admin fee / account holder | $2,866 | $6,234-54.0% | $5,422-47.1% | $11,427-74.9% |