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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 | $109,632 | $165,381-33.7% | $149,730-26.8% | $158,966-31.0% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | -7.34% | 348.29%-355.6pp | 276.70%-284.0pp | 302.95%-310.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,188 | $7,182-27.8% | $6,843-24.2% | $5,983-13.3% |
| Admin fee / account holder | $4,727 | $10,809-56.3% | $9,310-49.2% | $11,250-58.0% |